Information for advice professionals only.
Legislation introduced to Parliament at the end of 2020 will give effect to the Royal Commission recommendations on the need for annual consent from clients to fees paid from platforms and products. With a 1 July 2021 commencement, this sessions will discuss the requirements under these measures from a super v non-super perspective, upfront and on-going fee arrangements, and a FASEA Code of Ethics overlay.
This webinar will be accredited with CPD by the FPA.
This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.
The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.