SUB CATEGORIES General |  Masthead |  SAIA | 

Define and refine your activities so customers know what they're paying for

05 March 2015 Masthead

a)     Remuneration for financial planning: Masthead explores the FSB’s proposed remuneration structures for services/activities delivered to customers, with a specific focus on financial planning advice. Click to read more.

b)    Services Connecting Customer and Product Supplier: The RDR proposals seek to give retail customers confidence in the retail financial services market. Masthead looks at some of the services that connect product suppliers and customers, how the FSB separates the activity of sales from ongoing product maintenance/servicing and how advisors can be remunerated for these services. Click to read more.

c)     The end of SIGN-ON bonus: The "sign-on bonus ban” has become reality as Board Notice 146/2014 was published on 4 December 2014, incorporating its provisions into the General Code of Conduct (the Code) and amending the Code. Click to read more

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