Opt-In Renewal Notices | Legal Support | imac legal & compliance

Location

1st Floor.

  • Home
  • Compliance
  • Opt-in renewal notices. New obligations from 1 July 2015

Opt-in renewal notices. New obligations from 1 July 2015

June 15, 2015 imaclegal 0 Comment

Opt-in renewal notices. New obligations from 1 July 2015

A last minute reminder for financial services licensees (and their representatives) that from 1 July 2015 you need to start sending opt-in renewal notices to post-1 July 2013 clients who receive personal advice and have an ongoing fee arrangement with you.

If you need help with determining your obligations, imac legal can help.

leave a comment

IMPORTANT:

Any advice on this website is general only and should not be relied on as a substitute for legal advice tailored to your situation. imac legal & compliance pty ltd trades as imac legal and as imac compliance. We will always let you know beforehand whether we are acting as a law firm or as a compliance consultancy (and not as a law firm) for a particular matter. You have several rights and protections under the law when we act as a law firm.

Liability limited by a scheme approved under Professional Standards Legislation when providing legal services.