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Subject Code : FPC004
Assignment Task

 

Learning outcomes (LO) mapping Marks

LO1  Apply financial planning duties while giving consideration to ethics and the legal and regulatory responsibilities owed by the adviser and the adviser’s organisation to the adviser’s clients and other stakeholders.

LO2  Evaluate contemporary issues in insurance advice.

 

Question 1

Apply financial planning duties while giving consideration to ethics and the legal and regulatory responsibilities owed by the planner and the planner’s organisation to the planner’s clients and other stakeholders. Consider the purpose or objective of each of the following key pieces of legislation that regulate the insurance industry:

• Insurance Act 1973 (Cth)

• Insurance Contracts Act 1984 (Cth)

• Life Insurance Act 1995 (Cth).

Evaluate and discuss the relevance of each Act to the behaviour of a financial adviser providing insurance advice.

 

Question 2

Apply financial planning practice while giving consideration to ethics and the legal and regulatory responsibilities owed by the adviser and the adviser’s organisation to the adviser’s clients and other stakeholders.

Outline a list of steps in the insurance advice process up until the issue of a life insurance policy, indicating at each step, if an adviser should take the opportunity to remind a client of their duty of disclosure, and the reasons why it is important to do so.

You can set out your answer in table format or diagrammatically

 

 

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  • Posted on : September 07th, 2019
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