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Professional Standards
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Advice Documents |
AML/CTF |
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Xplan – upgrade to version 1.30 |
Access the documents that are critical in meeting your obligations as an Authorised Representative. |
Access all the relevant and up to date information on AML/CTF. |
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Complaints Handling |
Authorised Representative Manual |
Alternative forms of Remuneration |
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Understand the processes and procedures for complaints handling. |
Learn more about alternate forms of remuneration. |
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Presentations |
Useful Links |
Contact Professional Standards |
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Access presentations to help you better understand Professional Standards processes and procedures. |
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- Representative Manual - Part 1: Regulators & Regulations
- Representative Manual - Part 2: Providing Advice
- Representative Manual - Part 3: Policy & Procedures
For more information, please call 1800 062 134 or email our Professional Standards team.
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