Disclosure like choosing a builder
IFA chief executive Peter Lee says advisers need to be thinking about disclosure documents sooner rather than later, even though they are not required to use them till July 1. The IFA has also provided disclosure templates for non-AFAs.
Lee says he likens the disclosure process to a consumer choosing a builder.
"The first decision anyone makes is the builder they choose, so people ask around their mates to find out about the options.
"Then the second decision is around how much it will cost that builder to do the renovation, getting a quote for the cost."
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