Disclosure and Communications

The complexity of the financial services disclosure regime requires a robust understanding of relevant requirements and any exceptions applicable to the specific financial services and products being offered.  

Our team’s breadth of experience across a variety of financial services firms and products allows us to efficiently review and advise on compliance with mandatory disclosure requirements and potential risks associated with general communications and marketing.  

Our experience and services 

Our team is experienced in assisting superannuation fund trustees with disclosure and communication reviews and issues including: 

  • Product Disclosure Statements 

  • Periodic statements 

  • Target Market determinations 

  • Retail client communications  

  • Marketing collateral 

  • Disclaimers 

  • Websites 

If you would like to know more on how QMV Legal can help your organisation with complex financial services disclosures and communication requirements, feel free to contact us.