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Updated advice checklist & policy

  • Mar 4, 2025
  • 1 min read

We have added the Advice Checklist Program which includes an FAQ into the Compliance\Policies page HERE, and have also updated the Advice Checklist to include a minor change which allows for a staff member's name & role to be entered as the preparer of the checklist.


The new checklist can be downloaded from the Checklists page HERE.


Please download and use the new form from now on, remembering that completed forms are to be emailed to compliance@ifa-aust.com.au.

 
 
 

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