Simplifying the disclosure statement process

David Greenslade | Strategi | 10 April 2013

A quick count at the beginning of the month indicated that between the compliance reviews we've undertaken, and the Standard Set C assessments by Strategi Institute, plus case study assessments for other standard sets, we have viewed in excess of 7,000 Primary Disclosure Statements (PDS) and Secondary Disclosure Statements (SDS) for Authorised Financial Advisers (AFAs). A sizeable number are unnecessarily complicating their disclosure statements and turning what in theory sh...