Annual Opt In

1.What constitutes an ongoing advice arrangement?

2.FDS and Annual Consent content

3.Anniversary day

4.Transitional arrangement

5.Renewal period

6.Ongoing Consent

7.Ongoing agreement vs fixed term agreement

8.Timing of new agreements

9.What you can do to prepare

Agenda

  • Policy and Template Updates January 2021
  • Annual Opt In
  • Fixed Term Contracts versus Ongoing Agreements

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