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Showing 1 - 3 of 3 results for "SOA changes"

Advice complaints decelerate: AFCA

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... consumers understand the type of advice it's provided". Singh raised an interesting point with respect to the proposed SOA changes under the Quality of Advice Review : If there's no documentation, how will AFCA assess at the dispute? "As I understand ...

Government repeals Palmer FoFA changes

LAURA MILLAN  |  WEDNESDAY, 17 DEC 2014
... planning profession," the Financial Planning Association (FPA) chief executive Mark Rantall said. "The repeal of the SOA changes is another good outcome for the profession today," Rantall added. "We always believed that the changes put forward were already ...

ASIC launches consumer guide about planners

... its ongoing work with the industry to simplify statements of advice (SOA). ASIC's Chairman, Jeffrey Lucy, said the SOA changes are well under way. "We're also working with the financial services industry on a number of other matters, for example making ...
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