REAA-FNS40815-FNSASIC-302

REAA FNS40815 Fnsasic 302 Assessment 1 Knowledge Activity 1 Identify and explain key elements of RG245 that AFS licencees and representatives must consider when entering into ongoing fee arrangements. (Explain the legal environment including disclosure and compliance covering the role of the representative or adviser). Explain the legal basis and purpose of providing a statement of advice to a client. (Explain the legal environment including disclosure and compliance covering relev...

REAA FNS40815 Fnsasic 302 Assessment 2 AnsWERS SOLUTION Assessment information You work as a trainee financial adviser with ZYX Financial Services Pty Ltd (ZYX). As part of your training, your supervisor has asked you to review an example statement of advice. Instructions to complete this assessment In order to complete this assessment, you are required to complete the following sections consecutively. Details and specific instructions are provided within each section and on the for...

REAA FNS40815 Fnsasic 302 Assessment 3 QUESTIONS AND ACCURATE ANSWERS Why should adviser explanations to clients use dollar amounts, rather than just percentages and generic phrases? Explain the key features of an active style of investment.