One element of the FASEA Code of Ethics, Standard 5 (Client Care), requires advisers to be satisfied – and have reasonable grounds – that clients understand their advice. This presentation delves into these requirements of client care, equipping advisers with thought-provoking strategies to help ensure their clients understand the advice they receive, and that advisers are able to confirm and document this. We explore client engagement based on learning and assessment strategies commonly used in education, offering effective tips and tools for advisers to use with their clients.
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Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36. Past performance or awards are no indication of future performance.