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  1. 12 March 2025

    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.
  2. 26 February 2025

    Sales incentive FAQs

    Frequently asked questions about sales incentives under CoFI for financial institutions.
  3. 26 February 2025

    Financial Advice Provider licensing

    Find out who needs a Financial Advice Provider (FAP) licence, what to do before you apply for a licence, how to engage financial advisers, variation to licence forms, how to cancel your licence and the costs involved in applying for a FAP licence.