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Are you daunted by the number of procedures and templates you need to run a financial or credit services or business? Don’t be.
To make your life easier and to help you keep on top of your regulatory obligations, we have developed an extensive suite of template documents and procedures that can be tailored to your business.
Rather than re-invent the wheel, we make available a comprehensive suite of templates and procedures that are prepared by our own expert consultants and lawyers. These documents assist financial and credit services businesses comply with their legal obligations and to be on top of new regulations.
We do the hard work and research, so that you can focus on the every-day business activities of your organisation.
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Developed policies & procedures
Our suite of Documents
Our documents are now sorted by topic, so you can access the full suite of templates and policies in relation to a particular topic. The current suite consists of policies and templates relating to:
- Running an Australian Financial Services Licence (AFSL) – Our Compliance Manual
- Providing advice
- Running an Australian Credit Licence (ACL)
- Privacy
- Unlicensed Accountants
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The HN Hub - Online access to documents, policies & templates
