Explore the key changes and challenges this new legislation brings and discover the tools we are introducing to help advisers navigate these new rules.
This webinar discusses the new ongoing fee arrangement (OFA) rules that came into effect on January 10, 2025. We cover the key changes, including the removal of the Fee Disclosure Statement (FDS), the introduction of a new consent form for fee deductions, the concept of the ‘reference day’ for OFA renewals and more. Attendees will learn about the operational challenges these changes may pose, such as multiple product providers and the potential need to update internal procedures. We also introduce the tools we’re rolling out here at Plutosoft to help advisers navigate these new rules. A series of FAQ’s will also be answered during the session.
