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A comprehensive range of compliance and governance services.
These services are provided at both the AFSL and adviser level, including:
- 6 file audits per year
- Compliance helpline – A responsive service where you can leverage the compliance expertise of Lifespan Partnership for guidance and support.
- Compliance manual, including policy and procedures – This templated document provides your AFSL with the basis for its compliance policy and procedures and is regularly updated when legislative change requires.
- Compliance checklists – Audit checklists for Responsible Managers, process, advice parameters, AFSL requirements, and more.
- Access to AFSL Audit – We can assist you with accessing an external quality auditor to undertake any AFSL auditing requirements.