Getting to the Core of FOFA
Welcome to Core Equity Services’ Future of Financial Advice (FOFA) website. This site has been developed to provide general information to our financial advisers and brokers as the Government gradually clarifies its position on the FOFA reforms.
While the impact of FOFA remains unclear, it appears that the intended legislation will impose change on our business and potentially yours. Core Equity Services is committed to understanding the issues posed by the changes to determine solutions and leverage any opportunities that arise.
Within the website you will find:
- An overview of the FOFA reforms
- Our response
- Impacts to our products, processes and procedures
- Questions and answers
- Tools and resources
This website focuses on how FOFA will impact the way you engage and work with our suite of products and services. In particular we are working hard to understand the FOFA implications as they apply to Core Equity Services, Adviser Trading Centre and Colonial Geared Investments. As we’re unable to provide details on how FOFA may impact the financial services industry overall, we recommend you liaise with your legal, compliance, practice management and product provider partners if you have questions or concerns.
Copyright © 2012 Core Equity Services FOFA
Disclaimer:
Core Equity Services is a trademark of Australian Investment Exchange Limited ABN 71 076 515 930 AFSL 241400 (‘AUSIEX’) is a Participant of the ASX Group and distributor of Colonial Geared Investments (CGI) products. AUSIEX is a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.
The information on this website has been provided for general information purposes only to advisers and brokers – it is not intended as advice and should not be relied upon as such. While care has been taken in the preparation of this website (including using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including AUSIEX or any member of the Commonwealth Bank of Australia group of companies, accepts responsibility for any loss suffered by any person arising from reliance on the information on this website or any information contained within another website accessed through a link on this site. Information on this website is subject to change without notice.