We have updated the FSG template to include a number of minor changes including, but not limited to, the AFSL's change of trading address.
The new template, along with a separate document identifying the changes, can be downloaded from the Templates & Forms\Templates page HERE.
Please action as follows:
Adopt this new version “March 2024 v 24.01” and archive your previous version (January 2023) for retention for 7 years from its original date (electronically is fine);
Ensure all staff are aware of the change and that any templates that include copies of a previous version are also updated;
Each of your existing clients will need to be provided with this new version the first time you meet with them after receiving the amended document.
You need to keep a record of when you provide a client with this, and any future FSG, whether that be in a central register, by retaining an email notification, by notation in your financial planning software, or other method.
If it’s not possible to provide the FSG within the stated timeframes then the updated version must be provided to them within 5 days of any advice being provided.
This can be done either by providing them with a link to the updated version on your website or sending to them by post or as an email attachment.
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