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Responsible Entity: MLC Investments Limited ABN 30 002 641 661 AFSL 230705 A part of the Insignia Financial Group of CompaniesCHANGE OF DETAILS FORM MLC REAL RETURN DATE: NOVEMBER 2023 Please use
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How to fill out advice disclaimer - financial

01
Start by clearly stating that the advice provided is for informational purposes only and should not be considered as financial advice.
02
Provide a brief overview of the potential risks associated with following the advice.
03
Include a disclaimer that advises individuals to consult with a qualified financial professional before making any financial decisions based on the advice provided.
04
State that the advice is based on the current market conditions and may not be applicable in the future.
05
Include a warning about the potential for financial loss or harm if the advice is not followed cautiously.
06
Include any additional legal information or disclosures required by relevant financial regulatory authorities.
07
Clearly state that the advisor or provider of the advice does not guarantee the accuracy or completeness of the information provided.
08
Provide contact information or a reference to where individuals can seek further clarification or assistance if needed.

Who needs advice disclaimer - financial?

01
Anyone seeking financial advice or information should consider having an advice disclaimer - financial. This can include financial advisors, investment professionals, financial bloggers, authors, or anyone who provides financial advice or information to others.
02
It is especially important for individuals or entities offering financial advice or information online, through websites, social media platforms, or newsletters, as it helps to protect them from liability and clarifies the limitations of the advice provided.
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An advice disclaimer in finance is a statement that informs recipients that the advice or recommendations provided do not constitute financial advice and that the recipient should consider their own financial situation or seek the advice of a qualified professional.
Financial professionals, advisors, and firms that provide financial advice or recommendations may be required to file an advice disclaimer to protect themselves from legal liability and clarify the nature of their advice.
To fill out an advice disclaimer, individuals should clearly state that the information provided is for informational purposes only, present any relevant disclosures regarding qualifications, and include a statement encouraging recipients to consult with their own financial advisors.
The purpose of an advice disclaimer is to mitigate liability and clarify that the information provided should not be considered as personalized financial advice, thereby protecting the advisor against claims of negligence or misinformation.
Information that must be reported includes the qualifications of the individual or firm providing the advice, a statement that the advice is general in nature, warnings about potential risks, and a reminder for recipients to seek their own financial counsel.
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