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For Accountants who need basic authorisation (in line with the Accountants’ exemption) but want to refer financial planning advice to a qualified Financial Planner.
For Accountants who need basic authorisation plus the ability to provide class of product advice on securities, simple managed investment schemes, and life/risk insurance.
Full authorisation enabling you to provide full financial product advice.
Full authorisation enabling you to provide full financial product advice plus initial and ongoing marketing and communications support, practice development support and technology systems and processes (inc XPlan)