RG 255 Providing digital financial product advice to retail clients

Issued 30 August 2016

Digital advice (also known as robo-advice or automated advice) is the provision of automated financial product advice using algorithms and technology and without the direct involvement of a human adviser.

This regulatory guide brings together some of the issues that persons providing digital advice to retail clients need to consider when operating in Australia—from the licensing stage (i.e. obtaining an Australian financial services (AFS) licence) through to the actual provision of advice.

Download RG 255 (PDF 682 KB)

Last updated: 21/06/2017 12:35