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Priority Protection with AIR Vitality(Head Office Use Only)Adviser No:Application FormCampaign:Version 28 Date Prepared 16 April 2023Please print in capital letters using a black pen. Important information
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What is adviser guide?
Adviser guide is a document or manual that provides guidance and instructions on how to perform specific tasks or duties as an adviser.
Who is required to file adviser guide?
Advisers who provide investment advice to clients are required to file adviser guide.
How to fill out adviser guide?
Adviser guides can typically be filled out by providing the required information and documentation as specified by regulatory authorities.
What is the purpose of adviser guide?
The purpose of adviser guide is to ensure that advisers are compliant with regulations and provide proper guidance to clients.
What information must be reported on adviser guide?
Information such as the adviser's background, qualifications, services offered, fees charged, investment strategies, and any conflicts of interest must be reported on adviser guide.
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