When financial advice was brought under the Financial Markets Conduct Act 2013 on 15 March 2021, the advice conversation with your clients changed. For most financial advisers, it also required a review of your business model, your Disclosure information, your duties and the nature and scope of your advice.
Whether your expertise or focus is on investment, lending, life insurance and/or fire and general insurance, the world of financial advice has changed significantly.
Moving forward, the FSC would like to understand the needs of financial advisers to enable us to produce more relevant and useful content for the adviser community.
Please take time to complete this survey to help us identify the aspects that most interest you, the challenges you are facing, and quite simply how we can help.
The survey is now closed. Thank you to those that completed it. Please get in touch if you have any feedback.