Compliance Calendar for Financial Planners and Life Advisers
A comprehensive calendar of annual compliance obligations suitable for Financial planners Life advisers.
$499.00 inc GST
Remuneration Policy
$395.00 inc GST
A template adviser remuneration policy suitable for AFS licensees and financial advisers
This product is currently out of stock
Features:
Detailed guidance and procedures on adviser remuneration and avoiding conflicted remuneration, covering:
- What is conflicted remuneration?
- Base salary
- Share of commissions and fees
- Incentives
- Bonus program
- Balanced scorecard
- Key performance indicators
- Benefits from product providers
- Non-monetary benefits
Benefits:
- Comprehensive policy and procedures for compliant adviser remuneration
- Fully customisable for your business
- Includes template non-monetary benefits register
- Includes template balanced scorecard
- Supports your quality assurance program
- Clear concise and effective language
- Includes user guidance
Use:
- Customise to create your remuneration policy
Convenient reference guide
