AdviserVoiceSAFAA Webinar: Reference checking and information sharing  protocol - AdviserVoice https://www.adviservoice.com.au/event/safaa-webinar-reference-checking-and-information-sharing-protocol/ Financial planner information & financial planner education/CPD - AdviserVoice Mon, 31 Aug 2026 04:13:22 +0000 en-US hourly 1 https://wordpress.org/?v=7.1 SAFAA Webinar: Reference checking and information sharing  protocol https://www.adviservoice.com.au/event/safaa-webinar-reference-checking-and-information-sharing-protocol/ https://www.adviservoice.com.au/event/safaa-webinar-reference-checking-and-information-sharing-protocol/#respond Wed, 23 Feb 2022 02:00:00 +0000 https://adviservoice.com.au/?post_type=tribe_events&p=79555 On 1 October 2021 a new reference checking and information sharing protocol came into effect. As advisers start to move around, both staff and advisers need to understand the new obligations. Issues arising include what to provide when requested to provide full copies of audit findings for the relevant adviser. Should only adverse findings, rather than the entire file, be provided?

Register for the event

]]> On 1 October 2021 a new reference checking and information sharing protocol came into effect. As advisers start to move around, both staff and advisers need to understand the new obligations. Issues arising include what to provide when requested to provide full copies of audit findings for the relevant adviser. Should only adverse findings, rather than the entire file, be provided?

Register for the event

The post SAFAA Webinar: Reference checking and information sharing  protocol appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/event/safaa-webinar-reference-checking-and-information-sharing-protocol/feed/ 0