Licensee Disclosure

Description

(i) The identity of the adviser or advisers and, where appropriate, their CAR,
(ii) That the adviser or advisers are authorised representatives of the Licensee, and
(iii) The identity of the Licensee it’s registered address and that the Licensee is an Australian Financial Services Licensee.
(iv) This disclosure must be made in a clear, concise and effective manner and in easily understood terms that do not:
- confuse or mislead, or have the potential to confuse or mislead, consumers, or
- create the impression that the adviser or their business is an Australian Financial Services Licensee or conducting a financial services business in their own right.