The complexity of the financial services disclosure regime requires a robust understanding of relevant requirements and any exceptions applicable to the specific financial services and products being offered.
Our team’s breadth of experience across a variety of financial services firms and products allows us to efficiently review and advise on compliance with mandatory disclosure requirements and potential risks associated with general communications and marketing.
Our experience and services
Our team is experienced in assisting superannuation fund trustees with disclosure and communication reviews and issues including:
Product disclosure statements
Periodic statements
Target market determinations
Retail client communications
Marketing collateral
Disclaimers
Websites
If you would like to know more on how we can help your organisation with complex financial services disclosures and communication requirements, please contact us.