You can access the full recording here and accompanying slides fta-and-ofa-refresher-aug-2022.

Annual Opt In

1.What constitutes an ongoing advice arrangement?

2.FDS and Annual Consent content

3.Anniversary day

4.Transitional arrangement

5.Renewal period

6.Ongoing Consent

7.Ongoing agreement vs fixed term agreement

8.Timing of new agreements

9.What you can do to prepare

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