Knowing the rules on the offer of financial products
The Financial Services Act introduced not only rules of conduct for financial service providers, but also changed the rules for the distribution of financial products, now called offering. What kind of authorizations or registrations do I need to be able to offer a product? What is the difference between a private offer and a public offer? What rules of conduct apply? What documents must the product have for its distribution?
Our two-hour training will allow you to find out how to behave when distributing a financial product.
Contact us to set a training date.