Code of Practice for Financial Service Providers

13 April, 2023

This code of practice provides guidance for financial service providers on how to engage with, and advise, clients who are relevant persons under the Act.

It also provides guidance on interacting with decision supporters and interveners, as described in the Act.

Plain English guide and video

We have developed a plain English Your Guide to the Codes of Practice. The guide has been written according to the principles of plain English with the support of an experienced plain English practitioner.

Click on the link to watch our video on Code of Practice for Financial Service Providers

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