Introducing our new Client Data Form

CPD Points: 0.50

What is this webinar about?

This session will take you through our new Client Data Forms and provide:

• A summary of the changes and reasons for those changes
• Details of the Improvements and enhancements made
• An overview off the new Disclosures
• Run through the types of CDF available and where they can be located.

Suitable for: financial advisers, paraplanners and support staff

*Please note all webinars are in Australian Eastern Standard Time


  • 2:00 pm - 2:30 pm
    0.50 CPD Point