15 March 2021
Working with a financial adviser
Learn what it's like working with an adviser. All advisers must follow the new Code of professional conduct for Financial Advice Services. The code says an adviser must: treat clients fairly, act with integrity,
have competence, knowledge, and skill, give suitable advice, and ensure it’s understood properly. They must also protect client information.
have competence, knowledge, and skill, give suitable advice, and ensure it’s understood properly. They must also protect client information.
Financial advice, Get advice, Investing, Consumer
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