Compliance
TARGET MARKET DETERMINATIONS
Under Product Design & Distribution Obligations we are required to make available Target Market Determinations (TMD) to our customers.
The Design and Distribution obligations are intended to help consumers obtain appropriate financial products by requiring issuers and distributors to have a consumer centric approach to the design and distribution of products.
These documents are not a substitute for the product’s terms and conditions or other disclosure documents. Customers should refer to the product’s terms and conditions or other disclosure documents when making a decision about this product. The TMDs can be found via the links below or by contacting us.
Complaints Procedure
Southside Insurance Brokers subscribe to the Insurance Brokers Code of Practice and are a member of the Australian Financial Complaints Authority (AFCA). Therefore, we are committed to attempt to resolve any issues promptly and fairly in accordance with our Complaints & Disputes Policy.
Statement of Advice
This SoA sets out or confirms our personal advice to you. It is designed to assist you in making an informed decision about whether or not to act on our personal advice about your insurance needs and contains:
- a statement setting out our advice;
- information about the basis on which our advice is or was given;
- how we and our associates are paid; and
- any potential conflict of interest we may have.
NIBA – Code of Practice
The Insurance Brokers Code of Practice sets clear standards for professional and ethical conduct that clients can expect from brokers who subscribe to it.
AFFILIATIONS
