Fair, complete, non conflicted and current

Lockdown

File needs to show what you know

Fees

VBP Huddle

FSG Register

Sole Purpose Test

Service Agreements

TMD's

Client size - risk vs reward and margin v risk

Triage service

FSC White paper - Expand consumer protections by raising the threshold under which consumers are identified as ‘retail clients’ to those with assets of less than $5 million and index the threshold to CPI;

Abolish the Safe Harbour steps for complying with the Best Interests Duty;

Abolish lengthy, complex Statements of Advice for a simpler, consumer-focused ‘Letter of Advice’;

Break the nexus between financial product and advice and remove complex labels for different categories of advice; and

Move to sustainable self-regulation by 2030 in which prior learning and pathways and individual registration are supported by the Australian Financial Services Licensing Regime.

Occupational Exclusions on group insurance

Speech to text

1FA and SMA's at CFS

New mistake on super statements

AE Fee increase, 1 new client

TPB under FSCP

FASEA deadline

Staff to update invoice spreadsheet

EOI for a fancy holiday in the Philippine's

AE Board Noms

Christmas break