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Fee For Service
If an adviser charges a fee for service as opposed to taking a commission from their client an invoice must be presented.
If an adviser charges a fee for service as opposed to taking a commission from their client an invoice must be presented.
Finance Lease
An agreement whereby the owner rents goods to the user. It must have a residual amount which represents the potential sale price of the goods at the end of the lease.
An agreement whereby the owner rents goods to the user. It must have a residual amount which represents the potential sale price of the goods at the end of the lease.
Financial Planner
A person who provides a financial planning service. This involves identifying a person's correct financial situation, defining their financial goals and developing financial options for realising their goals.
A person who provides a financial planning service. This involves identifying a person's correct financial situation, defining their financial goals and developing financial options for realising their goals.
Financial Services Guide (FSG)
The Financial Services Guide must be made available to all clients. The FSG provides a client with a synopsis on the legitimacy of the dealer group, payment and procedure in which complaints are to be tabled.
The Financial Services Guide must be made available to all clients. The FSG provides a client with a synopsis on the legitimacy of the dealer group, payment and procedure in which complaints are to be tabled.
Fixed Interest Securities
See Bonds.
See Bonds.
Imputed Dividends
Dividends on shares which include an imputation credit.
Dividends on shares which include an imputation credit.
Fund
See managed investment.
See managed investment.
Futures
An obligation to buy or sell a specified quantity of an underlying asset at some time in the future, at a price which is agreed when the contract is executed.
An obligation to buy or sell a specified quantity of an underlying asset at some time in the future, at a price which is agreed when the contract is executed.