Financial Planning Policy

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The Financial Planning Policy (FPP) is the policy that pulls all of the required regulatory advice processes, behaviours and procedures together in one.

Quite simply, it is within this policy that the Effective Cash Management Policy should be defined.

All that the Effective Cash Management needs to explain
is that each client, irrespective of the amount, should be provided with a report that shows
how much they could be earning from their cash.


All of the benefits described in each section on this page are provided when the client has been shown the value of their cash in a generic cash management report.

Anything beyond providing a cash management report becomes a commercial decision.

Whether or not you help your clients to implement a solution, is a commercial decision.

Whether or not a charge is made to help your clients to implement their solution, is a commercial decision.