Resources

19 December 2018 |

Thank you for your interest in the FSC’s Corporate Collective Investment Vehicle Constitution Template. Availability FSC Members   This document is now available for FSC Members only. Members must log in to the Member Portal and the file will download automatically. Please click here to log in and download the template. For more information if you have difficulty downloading due to your own system constraints, please contact This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak5c9a2518a0defebd1784b9c0390aa802').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy5c9a2518a0defebd1784b9c0390aa802 = 'membership' + '@'; addy5c9a2518a0defebd1784b9c0390aa802 = addy5c9a2518a0defebd1784b9c0390aa802 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_text5c9a2518a0defebd1784b9c0390aa802 = 'membership' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloak5c9a2518a0defebd1784b9c0390aa802').innerHTML += ''+addy_text5c9a2518a0defebd1784b9c0390aa802+''; .  Non-Members If you are interested in discussing FSC membership, please contact Sharon Sherry at This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloaka26c268b433960ce1baf22ad25a46fa4').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addya26c268b433960ce1baf22ad25a46fa4 = 'membership' + '@'; addya26c268b433960ce1baf22ad25a46fa4 = addya26c268b433960ce1baf22ad25a46fa4 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_texta26c268b433960ce1baf22ad25a46fa4 = 'membership' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloaka26c268b433960ce1baf22ad25a46fa4').innerHTML += ''+addy_texta26c268b433960ce1baf22ad25a46fa4+''; .

28 February 2021 | Zeke Admin

The FSC has created a range of resources to assist our members with the Design Distribution & Obligations (DDO). Click the headings below to view more information on the resource you require. The FSC has released a new version of its Target Market Determination (TMD) template for funds management, superannuation choice products (master trusts), superannuation wraps, IDPSs and managed accounts.Please note: from 1 July 2024, FSC TMD templates will be licensed to members only. Please contact Sharon Sherry to discuss becoming a member via This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak9ddc7a44e99201a4dc9e276c220d3992').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy9ddc7a44e99201a4dc9e276c220d3992 = 'membership' + '@'; addy9ddc7a44e99201a4dc9e276c220d3992 = addy9ddc7a44e99201a4dc9e276c220d3992 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_text9ddc7a44e99201a4dc9e276c220d3992 = 'membership' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloak9ddc7a44e99201a4dc9e276c220d3992').innerHTML += ''+addy_text9ddc7a44e99201a4dc9e276c220d3992+''; .Please see the infographic and explainer video in Other Resources below for further information.TARGET MARKET DETERMINATION (TMD) TEMPLATES (2023)FSC templatesFunds management, including Exchange Traded Funds (ETFs) and Listed Investment Co mpanies (LICs)* Superannuation Choice Products (Master Trusts), non-wrap* Managed accounts* Superannuation platform/wrap* IDPS* Version 2 Updated 7 June 2023Version 2 Updated 11 September 2023Version 2 Updated 7 November 2023Version 2 Updated 7 November 2023Version 2 Updated 7 November 2023 *These files are permalinked. The files will be updated regularly with no changes to the link.The FSC’s template TMDs for funds management are being widely used by investment product issuers across the market and is assisting the industry with compliance with the DDO regime. The revised TMD templates are available for immediate use; however industry service providers and investment platforms will need time to adapt to the new templates so we encourage product issuers to discuss timetables for changes with all relevant parties. FSC Full, Supporting and Associate members access to the templates To download a copy, please sign in to your FSC account (members) and click on the appropriate template. Non-member access to the templates If you are interested in accessing the templates you can join the FSC. Please contact Sharon Sherry (This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloakab52f4c61234af53937375c38518a928').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyab52f4c61234af53937375c38518a928 = 'info' + '@'; addyab52f4c61234af53937375c38518a928 = addyab52f4c61234af53937375c38518a928 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_textab52f4c61234af53937375c38518a928 = 'info' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloakab52f4c61234af53937375c38518a928').innerHTML += ''+addy_textab52f4c61234af53937375c38518a928+''; ) who will work through the membership costs, benefits and requirements with you.DATA STANDARDSThe FSC’s members have developed data standards to assist product issuers and distributors to communicate with each other about the issues mandated by the DDO regime. Product issuers that could use these templates include fund managers, issuers of Exchange Traded Products, Listed Investment Companies and Trusts, life insurers, managed account providers, superannuation funds, issuers of platforms/wraps/IDPSs, and issuers of credit products. The distributors that could use these templates include research houses, financial advisers, comparison websites, and platforms/wraps/IDPSs. The templates cover: Sending of TMDs from product issuers to distributors and third parties Sending of complaints information (including nil complaint reports) from distributors to issuers Sending of dealing information (including reports on significant dealings) from distributors to issuers The data standards are below and are free for all to use. As the FSC is not charging a fee for licensing of these standards, we are unable to provide support to non-members in relation to these standards. DDO Data Standard for Target Market Determinations for managed funds – Excel version of template v2.0*DDO Data Standard for Target Market Determinations for managed accounts – Excel version of template v2.0*DDO Data Standard for Target Market Determinations for superannuation – Excel version v2.0*DDO Complaints Reporting Template v1.4*DDO Complaints Reporting Example v1.4 (not for use)*DDO Dealings Reporting Template v1.4*DDO Dealings Reporting Example v1.4 (not for use)*Updated 7 June 2023Updated 18 March 2024Updated 18 March 2024Updated 12 January 2022Updated 12 January 2022Updated 8 October 2021Updated 8 October 2021 *These files are permalinked. The files will be updated regularly with no changes to the link.**Please note these documents may be subject to amendment over time and FSC non-members should bookmark this page to monitor for updates. DISTRIBUTOR DUE DILIGENCE QUESTIONNAIRE (DDQ)The FSC’s template questionnaire for product issuers that are conducting due diligence on product distributors as a result of the Design and Distribution Obligations (DDO) is below. The DDQ is available to FSC members for their (optional) use. We request that members do not share this document with non-members. While use of the template will be optional, we encourage issuers to use the template rather than take their own different approaches to conducting due diligence on distributors such as investment platforms and financial advisers.Distributor Due Diligence Questionnaire (DDQ) - Version 2.0*Updated 12 March 2024 *These files are permalinked. The files will be updated regularly with no changes to the link.FSC Full, Supporting and Associate members access to the DDQ To download a copy, please sign in to your FSC account (members) and click on the DDQ. GUIDANCE ON APPLYING DDO TO LIFE INSURANCE AND MANAGED FUNDSThe FSC has prepared guidance on particular DDO issues for life insurance products and funds management products. The FSC guidance on significant dealings for life insurance products is available here.The FSC guidance on applying a ‘portfolio view’ to funds management products is available here.The FSC’s guidance on the meaning of significant dealings for funds management products is included in the template TMD for funds management (see link earlier on this page). OTHER RESOURCESTMD TEMPLATE LICENSING ARRANGEMENTSTMD EXPLAINER VIDEOMEDIA RELEASES8 July 2021 - Industry collaborates to produce design and distribution obligations templates 1.07 June 2023 – FSC promotes regulatory best practice on Design and Distribution ObligationsARCHIVEOld versions of DDO templates and data standards are here. These documents are for reference only and should not be used. FSC template TMD for funds, version 1.0 (archived – not for use) DDO Data Standards – Word version v 1.3 (archived – not for use)DDO Data Standard for Target Market Determinations for managed funds – Excel version of template v1.3 (archived – not for use)WATCH FOR UPDATESThe templates may be updated over time and it is worth bookmarking the Resources page. ._ERbj1g7D { position: relative; } ._VWvqNvR9 { vertical-align: middle; } ._7XqAY8_A > span:last-child { line-height: inherit; } ._7XqAY8_A[class*="dropcap--"] > span:first-child { display: block; margin-right: 10px; float: left; font-size: 2em; background: #919da9; color: black; width: 50px; height: 50px; line-height: 50px; } ._7XqAY8_A[class*="dropcap--"]:not(.dropcap--none) > span:first-child { margin-right: 20px; text-align: center; } ._7XqAY8_A.dropcap--none > span:first-child { text-align: inherit; line-height: 1 !important; width: auto !important; height: auto !important; background: none !important; border-radius: 0; } ._7XqAY8_A.dropcap--circle > span:first-child { border-radius: 100%; } ._7XqAY8_A:not([class*="dropcap--"]) > span { margin-right: 0 !important; } ._7XqAY8_A ol, ._7XqAY8_A ul { list-style-position: inside; } ._7XqAY8_A blockquote { font-size: inherit; } ._O689JW7n { position: relative; } ._pDNE0kYl { position: relative; } ._pDNE0kYl { margin: 0 -15px; } ._WDJGyJgk { position: relative; } ._epNwrNGv { position: relative; overflow: hidden; display: inline-flex; justify-content: flex-start; align-items: flex-start; vertical-align: middle; max-width: 100%; } ._epNwrNGv picture { width: 100%; } ._epNwrNGv img { display: inline-block; object-fit: cover; max-width: 100%; max-height: 100%; height: auto; text-align: center; width: 100%; vertical-align: middle; position: unset; } ._epNwrNGv img.pf-placeholder-svg{ min-width: 150px; } ._epNwrNGv.image--rounded { border-radius: 10px; } ._epNwrNGv.image--circle { border-radius: 100%; } ._epNwrNGv[data-action], ._epNwrNGv[data-event] { cursor: pointer; } .pf-slider-container ._kx2LPXbN { width: 500px; } ._NYd6gvae { position: relative; } ._lY5epAaJ { position: relative; } ._lY5epAaJ__button { background-color: #eee; cursor: pointer; padding: 10px 15px; // width: 100%; text-align: left; outline: none; transition: 0.4s; -webkit-transition: 0.4s; display: block; position: relative; } ._lY5epAaJ .accordion__header + div { padding: 1.5rem 0; } ._lY5epAaJ__button > i { margin-right: 5px; } ._lY5epAaJ__button.arrow--right .accordion__arrow { position: absolute; right: 10px; } ._lY5epAaJ .accordion__arrow { transition: .2s all; -webkit-transition: .2s all; } ._lY5epAaJ[data-active="true"] > a > .accordion__arrow { -webkit-transform: rotate(90deg); transform: rotate(90deg); } ._DblQBlAM { position: relative; } ._DblQBlAM { clear: both; } ._DblQBlAM[data-parallax="true"] { position: relative; background: none !important; } ._DblQBlAM__parallax { position: absolute; top: 0; left: 0; width: 100%; height: 100%; overflow: hidden; pointer-events: none; background-size: cover !important; background-repeat: no-repeat; } ._DblQBlAM { box-sizing: border-box; padding: 15px 0; position: relative; } ._DblQBlAM[data-container] ._DblQBlAM__container { padding-left: 15px; padding-right: 15px; width: auto; margin: auto; box-sizing: border-box; } ._DblQBlAM .pf-parallax__img { position: absolute; object-fit: cover; top: 0; left: 0; width: 100%; height: 100%; z-index: -1; } @media all { .__pf_ao1wqs ._6kp4h2gk[data-id="_6kp4h2gk"] { margin-left: 15px; } .__pf_ao1wqs ._l7XYhXpk[data-id="_l7XYhXpk"] { margin-left: 15px; } .__pf_ao1wqs ._laJKhzWN[data-id="_laJKhzWN"] { margin-left: 15px; } .__pf_ao1wqs ._DN_Lhmv7[data-id="_DN_Lhmv7"] { margin-left: 15px; } } @media only screen and (max-width: 767px) { } @media only screen and (min-width: 768px) and (max-width: 991px) { } @media only screen and (min-width: 992px) and (max-width: 1199px) { } @media only screen and (min-width: 1200px) { } window.__pagefly_options__=window.__pagefly_options__||[],window.__pagefly_options__.push({"isBackend":false,"isPreview":false,"key":"helper","css":[{"key":"fontawesome","url":"https://maxcdn.bootstrapcdn.com/font-awesome/4.7.0/css/font-awesome.min.css","elements":["Icon","Tabs","Slider","Accordion","MailChimp","Form","Heading","Button"]}],"js":[],"page_id":"1036"});

28 February 2021 | Zeke Admin

The FSC has created a range of resources to assist with the Design Distribution and Obligations (DDO). Click the headings below to view more information on the resource you require.TARGET MARKET DETERMINATION (TMD) TEMPLATESThe new Design Distribution and Obligations (DDO) come into effect on 5 October 2021, and require product issuers to develop Target Market Determinations (TMDs) for the products they issue to retail clients. The FSC and its members have developed a series of TMD templates for free to FSC Full and Supporting members, at a discounted rate for Associate members and under a paid annual licensing arrangement to non-members. The primary objectives of licensing are: to support broad-based adoption of the templates; to standardise compliance; and improve outcomes for advisers, investment platforms and issuers. We have developed the following templates: Funds management (including Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs))*Managed accounts*Superannuation platform/wrap*Superannuation choice product, non-wrap*Life Insurance cover (retail)*Trauma insurance cover (retail)*TPD insurance cover (retail)*Income protection insurance cover (retail)*IDPS*Insurance bonds (investment bonds, funeral bonds, and education bonds)*Version 1 updated 15 June 2021Version 1.1 updated 12 July 2021Version 1 updated 17 June 2021Version 1 updated 17 June 2021Version 1 updated 2 June 2021Version 1 updated 2 June 2021Version 1 updated 2 June 2021Version 1 updated 2 June 2021Working Draft updated 28 June 2021Updated 15 September 2021 Sample Templates for Fund ManagersFSC DDO Example Funds Management - Example for Version 1*FSC TMD Funds Management Example - Australian Shares ETF* Updated 15 June 2021Updated 17 June 2021 *These files are permalinked. The files will be updated regularly with no changes to the link.**Please note these documents may be subject to amendment over time and FSC non-members should bookmark this page to monitor for updates. ACCESSFSC Full and Supporting members access to the templatesTo download a copy, please sign in to your FSC account (members) and click on the appropriate template.FSC Associate member access to templatesAssociate members should contact Sharon Sherry (This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak9c3db341667abb1ca8379d956d143a87').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy9c3db341667abb1ca8379d956d143a87 = 'info' + '@'; addy9c3db341667abb1ca8379d956d143a87 = addy9c3db341667abb1ca8379d956d143a87 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_text9c3db341667abb1ca8379d956d143a87 = 'info' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloak9c3db341667abb1ca8379d956d143a87').innerHTML += ''+addy_text9c3db341667abb1ca8379d956d143a87+''; ) to purchase the forms at a discounted rate.Non-member access to the templatesIf you are interested in purchasing the templates under an annual licensing arrangement, please contact Sharon Sherry (This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak75652a4395f2a029745c20db77e9b372').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy75652a4395f2a029745c20db77e9b372 = 'info' + '@'; addy75652a4395f2a029745c20db77e9b372 = addy75652a4395f2a029745c20db77e9b372 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_text75652a4395f2a029745c20db77e9b372 = 'info' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloak75652a4395f2a029745c20db77e9b372').innerHTML += ''+addy_text75652a4395f2a029745c20db77e9b372+''; ) who will work through the licensing costs and requirements. DATA STANDARDSThe FSC’s members have developed data standards to assist product issuers and distributors to communicate with each other about the issues mandated by the DDO regime. Product issuers that could use these templates include fund managers, issuers of Exchange Traded Products, Listed Investment Companies and Trusts, life insurers, managed account providers, superannuation funds, issuers of platforms/wraps/IDPSs, and issuers of credit products. The distributors that could use these templates include research houses, financial advisers, comparison websites, and platforms/wraps/IDPSs. The templates cover: Sending of TMDs from product issuers to distributors and third parties Sending of complaints information (including nil complaint reports) from distributors to issuers Sending of dealing information (including reports on significant dealings) from distributors to issuers The data standards are below and are free for all to use. As the FSC is not charging a fee for licensing of these standards, we are unable to provide support to non-members in relation to these standards.DDO Data Standards – Word version v 1.3* DDO Data Standard for Target Market Determinations for managed funds – Excel version of template v1.3*DDO Data Standard for Target Market Determinations for managed accounts – Excel version of template v1.3*DDO Data Standard for Target Market Determinations for superannuation – Excel version v1.3*DDO Data Standard for Target Market Determinations for life insurance – Excel version v1.3*DDO Complaints Reporting Template v1.4*DDO Complaints Reporting Example v1.4 (not for use)*DDO Dealings Reporting Template v1.4*DDO Dealings Reporting Example v1.4 (not for use)*Updated 9 August 2021Updated 9 September 2021Updated 8 September 2021Updated 8 September 2021Updated 8 September 2021Updated 12 January 2022Updated 12 January 2022Updated 8 October 2021Updated 8 October 2021 *These files are permalinked. The files will be updated regularly with no changes to the link.**Please note these documents may be subject to amendment over time and FSC non-members should bookmark this page to monitor for updates. DISTRIBUTOR DUE DILIGENCE QUESTIONNAIRE (DDQ) VERSION 1.0The FSC’s template questionnaire for product issuers that are conducting due diligence on product distributors as a result of the Design and Distribution Obligations (DDO) is below. The DDQ is available to FSC members for their (optional) use. We request that members do not share this document with non-members. While use of the template will be optional, we encourage issuers to use the template rather than take their own different approach to conducting due diligence on distributors such as investment platforms and financial advisers.Distributor Due Diligence Questionnaire (DDQ) - Version 1.0*Updated 5 April 2022 *These files are permalinked. The files will be updated regularly with no changes to the link.**Please note these documents may be subject to amendment over time and FSC non-members should bookmark this page to monitor for updates.ACCESSFSC Full and Supporting members access to the DDQ To download a copy, please sign in to your FSC account (members) and click on the DDQ. GUIDANCE ON APPLYING DDO TO LIFE INSURANCE AND MANAGED FUNDSThe FSC has prepared guidance on particular DDO issues for life insurance products and funds management products. The FSC guidance on significant dealings for life insurance products is available here.The FSC guidance on applying a ‘portfolio view’ to funds management products is available here.The FSC has also developed guidance on the meaning of significant dealings for funds management products, this guidance is included in the template TMD for funds management (see link earlier on this page).OTHER RESOURCESEVENTSMember Only event resources are available here.MEDIA RELEASES 8 July 2021 - Industry collaborates to produce design and distribution obligations templates 1.0WATCH FOR UPDATESThe templates may be updated over time and it is worth bookmarking the Resources page.The FSC CEO, Blake Briggs shares more information on the Target Market Determinations (TMDs) here. ._ERbj1g7D { position: relative; } ._VWvqNvR9 { vertical-align: middle; } ._7XqAY8_A > span:last-child { line-height: inherit; } ._7XqAY8_A[class*="dropcap--"] > span:first-child { display: block; margin-right: 10px; float: left; font-size: 2em; background: #919da9; color: black; width: 50px; height: 50px; line-height: 50px; } ._7XqAY8_A[class*="dropcap--"]:not(.dropcap--none) > span:first-child { margin-right: 20px; text-align: center; } ._7XqAY8_A.dropcap--none > span:first-child { text-align: inherit; line-height: 1 !important; width: auto !important; height: auto !important; background: none !important; border-radius: 0; } ._7XqAY8_A.dropcap--circle > span:first-child { border-radius: 100%; } ._7XqAY8_A:not([class*="dropcap--"]) > span { margin-right: 0 !important; } ._7XqAY8_A ol, ._7XqAY8_A ul { list-style-position: inside; } ._7XqAY8_A blockquote { font-size: inherit; } ._O689JW7n { position: relative; } ._pDNE0kYl { position: relative; } ._pDNE0kYl { margin: 0 -15px; } ._WDJGyJgk { position: relative; } ._lY5epAaJ { position: relative; } ._lY5epAaJ__button { background-color: #eee; cursor: pointer; padding: 10px 15px; // width: 100%; text-align: left; outline: none; transition: 0.4s; -webkit-transition: 0.4s; display: block; position: relative; } ._lY5epAaJ .accordion__header + div { padding: 1.5rem 0; } ._lY5epAaJ__button > i { margin-right: 5px; } ._lY5epAaJ__button.arrow--right .accordion__arrow { position: absolute; right: 10px; } ._lY5epAaJ .accordion__arrow { transition: .2s all; -webkit-transition: .2s all; } ._lY5epAaJ[data-active="true"] > a > .accordion__arrow { -webkit-transform: rotate(90deg); transform: rotate(90deg); } .pf-slider-container ._kx2LPXbN { width: 500px; } ._DblQBlAM { position: relative; } ._DblQBlAM { clear: both; } ._DblQBlAM[data-parallax="true"] { position: relative; background: none !important; } ._DblQBlAM__parallax { position: absolute; top: 0; left: 0; width: 100%; height: 100%; overflow: hidden; pointer-events: none; background-size: cover !important; background-repeat: no-repeat; } ._DblQBlAM { box-sizing: border-box; padding: 15px 0; position: relative; } ._DblQBlAM[data-container] ._DblQBlAM__container { padding-left: 15px; padding-right: 15px; width: auto; margin: auto; box-sizing: border-box; } ._DblQBlAM .pf-parallax__img { position: absolute; object-fit: cover; top: 0; left: 0; width: 100%; height: 100%; z-index: -1; } @media all { .__pf_2aq15o ._1rZOhVRy[data-id="_1rZOhVRy"] { margin-left: 15px; } .__pf_2aq15o ._zyGBhKPy[data-id="_zyGBhKPy"] { margin-left: 15px; } .__pf_2aq15o ._3MRvh_v5[data-id="_3MRvh_v5"] { margin-left: 15px; } .__pf_2aq15o ._e5bPh4Nr[data-id="_e5bPh4Nr"] { margin-left: 15px; } } @media only screen and (max-width: 767px) { } @media only screen and (min-width: 768px) and (max-width: 991px) { } @media only screen and (min-width: 992px) and (max-width: 1199px) { } @media only screen and (min-width: 1200px) { } window.__pagefly_options__=window.__pagefly_options__||[],window.__pagefly_options__.push({"isBackend":false,"isPreview":false,"key":"helper","css":[{"key":"fontawesome","url":"https://maxcdn.bootstrapcdn.com/font-awesome/4.7.0/css/font-awesome.min.css","elements":["Icon","Tabs","Slider","Accordion","MailChimp","Form","Heading","Button"]}],"js":[],"page_id":"702"});

10 July 2020 | Zeke Admin

As trusted professionals, we are expected to keep our knowledge and skills up to date, which can often be difficult to manage while performing our daily tasks. The FSC is committed to assisting our members with this through our range of CPD solutions.    What is CPD, and why is it important CPD is the continuation of learning to ensure we maintain and build upon our professional abilities, knowledge and skills to provide clients with the highest quality information and services. It assists us in staying on top of regulatory, technical, and any other relevant information and changes to our industry. CPD is a requirement of many individual membership organisations.   CPD activities and points Below, as a guide, is a list of activities/events that may allow you to claim CPD points with your membership organisations (but you will need to be aware of their requirements yourself in terms of what is allowable under the membership organisation charter AND keep a copy of the event description or conference program from the FSC website). FSC industry working groups 1 point per 1-hour meeting Policy Briefings (in person or via webinars) 1 point per 1-hour event or a pro-rate for partial hours 0.5 point per 30-minute session 0.75 point for a 45-minute session Conferences 1 point per full 1-hour session or a pro-rate for partial hours (for example, a 1.5-hour session will be worth 1.5 points) 0.5 point per 30-minute session 0.75 point for a 45-minute session FSC Board & Board Committee service 1 point per hour or a pro-rate for partial hours (for example, a 1.5-hour meeting will be worth 1.5 points)   Note: The FSC does not issue CPD points directly but provides the above as a guide to assist where attendees have individual requirements for various membership and professional associations. CPD point allocation may vary from the above and depends upon the CPD requirements of the individual organisations with individual memberships, of which you will need to be aware. This is beyond the FSC’s control and is governed by the individual bodies.

09 October 2019 | Kim Grantham

The FSC Guide to the Prevention of Elder Financial Abuse for financial services institutions signals a first, direct step by the industry towards addressing risks of elder financial abuse. Collating best practice recommendations put forward by industry bodies and expert community groups, as well as regulatory guidance, the Guide aims to address potential risks that may emerge in areas of financial services. This includes wealth, superannuation, advice, financial planning, trustees and life insurance. Download the Guide here. Download the Media Release here. The FSC held a morning event on Tuesday 29 October to officially launch the report with guest speakers: Senator Deborah O'Neill, Labor Senator for New South Wales; Anne McGowan, CEO, Protecting Seniors Wealth; Jessica Latimer, Special Counsel, Moores and Brendan French, Executive General Manager, Customer and Community Advocacy, Commonwealth Bank. Here, Anne and Jessica share some post-event insights:    .

09 October 2019 | Kim Grantham

The FSC Guide to the Prevention of Elder Financial Abuse for financial services institutions signals a first, direct step by the industry towards addressing risks of elder financial abuse. Collating best practice recommendations put forward by industry bodies and expert community groups, as well as regulatory guidance, the Guide aims to address potential risks that may emerge in areas of financial services. This includes wealth, superannuation, advice, financial planning, trustees and life insurance. Download the Guide here. Download the Media Release here. The FSC held a morning event on Tuesday 29 October to officially launch the report with guest speakers: Senator Deborah O'Neill, Labor Senator for New South Wales; Anne McGowan, CEO, Protecting Seniors Wealth; Jessica Latimer, Special Counsel, Moores and Brendan French, Executive General Manager, Customer and Community Advocacy, Commonwealth Bank. Here, Anne and Jessica share some post-event insights:    .

About

FSC Membership

Corporate Partnership

Our People

Full Members

Supporting Members

Committees & Groups

Training Partners

POLICY

Life Insurance

Investment Management

Superannuation

Financial Advice

Taxation & Economics

Legal & Governance

Technology & Innovation

Resources

DDO Templates

FSC Constitution

FSC Standards

FSC Guidance Notes

FSC Submissions

Research Reports

RG97 Industry Guidance

News

Media Releases

Policy Updates

Industry Insights

Events

Upcoming Events

Exhibition Opportunities

Get in touch - 0423 576 999

ACCOUNT  |  TERMS  |  PRIVACY  |  SITEMAP  |  CONTACT

© FINANCIAL SERVICES COUNCIL LTD. ABN 82080744163. DESIGN BY KODA.

FSC Website - Terms of Use

This website is created and controlled by the FSC. Whenever you access or use this website, you agree to these website terms of use. The date of these website terms of use is set out below. We may change these website terms of use at our discretion. By continuing to use this website, you accept the website terms of use as they apply from time to time. The information contained on this website may change from time to time.

 

Disclaimer

The information provided on this website is general in nature and not customised for the particular user. This website does not constitute legal, accounting, tax, or financial product advice and does not take into account the objectives, financial situation, or needs of any person or the terms of any commercial transaction. Users should obtain their own professional advice tailored to their own circumstances before using this website or the content on this website for their own commercial purposes.

The FSC does not warrant the accuracy, adequacy, currency, completeness, or suitability of the content of this website or the content on this website from a commercial, legal, tax, accounting or regulatory perspective.

The use of this website is subject to any other terms and conditions prescribed by the FSC from time to time in relation to the access, use, transmission or dissemination of this website or the content on this website.

To the maximum extent permitted by law, the FSC will not be liable to any person or entity for any direct, indirect, consequential or other loss or damage (however caused, including due to negligence) which may arise out of, or in connection with, the use of this website or the content on this website (including without limitation the use or reliance on information, including any publication or media release, contained on or linked to from this website). Further, we do not endorse or accept any liability for the contents of any website referred to on, or linked to, this website.

You acknowledge that certain documents provided by or linked by the FSC on this website may contain their own specific terms and conditions that must be accepted and agreed in relation to downloading or purchase. These terms and conditions are contained in the documents themselves.

 

Intellectual Property

Unless otherwise indicated, the copyright in the information on this website is owned by the FSC. You may download and print content from this website for your own personal or internal business purposes only. You must not publish, adapt, communicate to the public, distribute to third parties, amend or make any other copy of any part of the content on this website without our prior written consent.

 

Third-Party Sites and Events

This website may contain links to sites maintained by other organisations. Links from this website to third-party websites or references to products, services or publications other than those of the FSC do not imply the endorsement or approval of such third-party websites, products, services or publications by the FSC.  The FSC may advertise or sponsor functions, events or other activities that may be conducted by third parties. We do not accept any responsibility in connection with your participation in activities conducted by any third party. We do not make any representation as to the accuracy of information contained on those websites and will not accept any responsibility for the accuracy, ownership or any other aspect of the information contained on those websites.

 

Privacy

Any personal information we collect about you via this website or otherwise will only be used and disclosed by us in accordance with our Privacy Policy.

 

Security

The transmission of information over the Internet is not completely secure or error-free. In particular, emails to or from the FSC and information submitted to or accessed via this website may not be secure and you should use discretion in deciding what information you send to us via these means.

You agree that you will not violate the security of this website, including without limitation by transmitting any harmful code or reverse engineering any part of this website.

You agree to observe any instructions or protocols provided by the FSC from time to time governing log-in processes, information security and use of passwords.

 

Virus Warning

The FSC does not represent that any information (including any file) obtained from or through this website is free from computer viruses or other faults or defects. It is your responsibility to scan any such information for computer viruses. The FSC will not be liable to you or to any other person for any loss or damage (whether direct, indirect, consequential or economic), however caused and whether by negligence or otherwise, which may result directly or indirectly from any such information. To the extent that any applicable law that cannot be excluded imposes any liability on us, that liability shall be limited to the cost of re-supplying that information.

 

Cookies

The FSC may use cookies to identify your computer on our server and so we can track your use of this website. In some instances cookies may collect and store personal information about you. Such personal information will only be used by the FSC in accordance with our Privacy Policy.

 

Availability of Website

The FSC does not represent or warrant that access to our website will be secure, error free, uninterrupted or timely or that the website or the related server are free of viruses, bugs or other harmful applications or interference. You acknowledge that it is your responsibility to implement sufficient procedures and virus checks to satisfy your own requirements. The FSC may suspend your access to the website without prior notice due to maintenance, system failure, repair or any other reason beyond our control.

 

Governing Law

These terms of use between you and the FSC will be governed by the laws of New South Wales, Australia.  You agree that any dispute or legal proceeding in relation to this website shall be brought exclusively in the courts of New South Wales.

 

Date of Publication: 21 June 2024
Version: 1.0

I Agree I Disagree