Categories: Compliance

Opt-in renewal notices. New obligations from 1 July 2015

Opt-in renewal notices. New obligations from 1 July 2015

A last minute reminder for financial services licensees (and their representatives) that from 1 July 2015 you need to start sending opt-in renewal notices to post-1 July 2013 clients who receive personal advice and have an ongoing fee arrangement with you.

If you need help with determining your obligations, imac legal can help.

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