ABS review

A one-off review of an Adviser Business Statement to ensure it meets requirements and adequately describes the adviser business. Having a compliant and up to date ABS is essential for all AFAs and failure to do so is a breach of the Code of Professional Conduct.

This review includes reviewing the ABS, relating it to how the adviser operates and suggesting modifications. There may be a number of iterations until it is correct.

ABS review
Single review

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