INFO 267
Tips for giving limited advice
This is Information Sheet (INFO 267). It is for Australian financial services (AFS) licensees and their representatives who provide personal advice to retail clients.
In plain English
INFO 267 explains how AFS licensees and their representatives can provide limited personal financial advice to retail clients.
INFO 267 is for Australian financial services (AFS) licensees and their representatives. It provides tips for giving limited personal advice. It clarifies what constitutes limited advice. It helps ensure advice is appropriate and compliant. This information sheet has not been updated recently, but the principles remain relevant.
Why it matters
If your business provides financial advice, understand the rules around limited advice. This guidance helps you stay compliant and avoid potential issues. It's important for maintaining consumer trust and protecting clients’ interests.
AI-assisted summary, grounded in the source link below. Generated 2026-05-23 via gemma3:12b.
Issuing regulator
ASIC →Topics
Source: https://www.asic.gov.au/regulatory-resources/financial-services/giving-financial-product-advice/tips-for-giving-limited-advice/. Rules Mate indexes + summarises; always verify against the regulator's live publication.