RG 90

Example Statement of Advice: Scaled advice for a new client

Issued 7 December 2017. This guide is for Australian financial services (AFS) licensees, authorised representatives and advisers who give personal advice to retail clients.

Source: https://www.asic.gov.au/regulatory-resources/find-a-document/regulatory-guides/rg-90-example-statement-of-advice-scaled-advice-for-a-new-client/. Rules Mate indexes + summarises; always verify against the regulator's live publication.