Regulatory Alerts2019-07-10
Added
Guidelines on the Design of Advisory and Sales Forms
The Monetary Authority of Singapore issued these guidelines to require licensed financial advisers to redesign advisory and sales forms for improved clarity and effectiveness. The document mandates three core principles: using clear and concise plain English, adopting a reader-friendly layout with appropriate visuals, and ensuring efficient design by eliminating redundant questions. These standards aim to enhance client understanding, engagement, and the overall quality of the financial advisory process.
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