Finance

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Record of Advice

http://www.complii.com.au Complii provides to its clients Record of Advice which may include the additional advice which is not prescribed in the statement of advice. Complii provides a hard copy of ROA in written format. ROA may include the some significant factors of Client’s risk, income status, illness and incapability, economic conditions and more. Read more »


Created by paramountiron9 5 years 23 weeks ago – Made popular 5 years 23 weeks ago
Category: Finance   Tags:
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FSG Australia - Financial Services Guide

http://www.complii.com.au Complii will provide a hard copy of financial services guide during the account opening process. Financial Service Guide (FSG) contains all the important updated information about financial products and services. Complii distributes an updated FSG to all its email list clients. Complii does concise financial audit and send it to its beneficiary clients. Read more »


Created by paramountiron9 5 years 23 weeks ago – Made popular 5 years 23 weeks ago
Category: Finance   Tags:
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Australian Financial Services Licence

http://www.complii.com.au A licensee issued by the ASIC to the authorized people or companies in order to legally carry on a financial business products or services including dealing with selling, advising for its consumers. ASIC grants this licensee to the firms or people if they show that they meet the standards and compliance system. Complii has been designed to move AFSLs to above industry standard compliance, taking them away from paper based systems and into the electronic age. The Complii platform is a web-based, 100% secure, ASIC data retention compliant system. Read more »


Created by paramountiron9 5 years 23 weeks ago – Made popular 5 years 23 weeks ago
Category: Finance   Tags:
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What is a Statement of Advice

http://www.complii.com.au Statement of Advice is a document that prescribes the advice given to the prospective customer by a licensed financial adviser or planner. Complii sets out the advice which provides information on any payments or benefits. Complii outlines the plan details, strategies, recommendation and risks involved in the investment. Read more »


Created by paramountiron9 5 years 23 weeks ago – Made popular 5 years 23 weeks ago
Category: Finance   Tags:
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Future of Financial Advice

http://complii.blogspot.in The Australian Government has announced the Future of Financial Advice (FOFA) reforms in April 2010 to improve the quality of and access to financial advice for Australian retail consumers. The very unpopular FOFA legislation was passed by Parliament on 25 June 2012. These reforms commenced on 1 July 2012 and will be mandatory from 1 July 2013. Read more »


Created by paramountiron9 5 years 23 weeks ago – Made popular 5 years 23 weeks ago
Category: Finance   Tags:
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'Alternative Alternatives' investment funds up 0.42% in November (+2.75% in first 11 months of 2012)

http://www.opalesque.com 'Alternatives Alternatives' investment funds made profits in November, according to an estimation based on 674 single- and multi-manager funds currently listed in 25 categories in the Opalesque Solutions A SQUARE Fund Database. The Opalesque A SQUARE Index gained 0.42% in November and is up 2.75% in the first eleven months of 2011. Estimates for October and September were corrected to -1.11% and +0.62%, respectively. The A SQUARE Funds of Funds Index lost 0.6% and is down 1.01% through the month of November. Read more »


Created by opalesque 5 years 24 weeks ago – Made popular 5 years 24 weeks ago
Category: Finance   Tags:
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merchant credit card processing online

http://www.visionpayments.com If you are running business online and making online offerings, then just choose the Merchant Credit Card Processing Online solution that are best to make customers satisfied with payment processing solutions. Read more »


Created by visionpayment 5 years 24 weeks ago – Made popular 5 years 24 weeks ago
Category: Finance   Tags:
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4 Things to Expect When You Buy Debt Recovery Services

http://www.articles2know.com

OK, so debt recovery services aren’t free. However, when you get them from a quality company, the money you’re paying for them is well worth it.Here’s why:

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Created by aminak924 5 years 38 weeks ago – Made popular 5 years 38 weeks ago
Category: Finance   Tags:
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Car Lease: Best Alternative Against Purchasing

http://www.zimbio.com

LeaseIt is a FREE Australian car lease finance service. With Leaseit you have a simple comprehensive matching car lease service that can help you identify your requirements. You can now simply check what cars are available or calculate your rates and repayments from our easy to use Lease Calculator. From here our team will guide you along the way and set you up with a hassle free lease.

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Created by cisabhinav 5 years 38 weeks ago – Made popular 5 years 38 weeks ago
Category: Finance   Tags:
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