AFSL representative training (RG 146)

Representatives advising on financial products to retail clients must meet RG 146 training standards.

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Who must comply

AFSL holders + their representatives.

What triggers it

Providing financial product advice.

When due

Continuous; CPD per RG 146.

Evidence required

RG 146 training certificates; CPD log.

Max penalty

Civil penalties under s 912A; representative removal

Summary

ASIC RG 146 sets the training requirements for representatives + authorised representatives advising on financial products to retail clients. Knowledge + skill levels by product category. Now replaced (for personal advice) by FASEA standards under s 921B for relevant providers.

Enforced by

Source legislation

Entity types

afsl holder

Topics

financial-servicestrainingrg-146

Source: https://asic.gov.au/regulatory-resources/find-a-document/regulatory-guides/rg-146-licensing-training-of-financial-product-advisers/. Rules Mate is not a law firm. Always verify against the live regulator source before acting.