Question
Jenny Smith worked for many years as a life insurance agent for Eternal Life Ltd, a large insurance company, selling life insurance policies. Recently, she
Jenny Smith worked for many years as a life insurance agent for Eternal Life Ltd, a large insurance company, selling life insurance policies. Recently, she severed her connection with Eternal Life in order to establish her own business as a financial planner. Jenny advertises the fact that she has now commenced business as a financial planner in the Canberra Times.
Building upon her long experience with Eternal Life, Jenny plans to market and sell a wide range of products that will include Group Master Trust superannuation policies; personal and public offer superannuation policies; interests in pooled superannuation trusts; shares and debentures in publicly listed corporations; and interests in managed investment schemes.
- What are Jenny's immediate obligations under the Corporations Act 2001?
- What are Jenny's disclosure obligations under the Corporations Act?
- What are Jenny's continuing obligations under the Act?
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