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FMA DIMS seminar presentation

Page last updated: 19 Feb 2015

FMA DIMS seminar presentationThe Christchurch DIMS Seminar powerpoint provides information about: What is a DIMS; when is it DIMS; when it's not DIMS; an example of DIMS; types of DIMS; contingency DIMS requirements, client agreements, investment authorities, what AFAs should do; DIMS that aren't Contingency DIMS; what is considered personalised or Class; decisions for AFAs currently authorised for DIMS; licensing action; tips and fees.