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AFSL Advice Policy Template



This template is an Advice Policy that is easily customisable to your business. The document aims to provide your representatives and employees guidance in relation to the provision of personal financial product advice to retail clients and to ensure your company maintains the highest levels of professional integrity and ethical conduct.
This policy has been developed in accordance with AFSL requirements and your obligations under the Corporations Act and includes procedures in relation to:

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Go back to AFSL Compliance Documents and Policies.