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  • FAIS calls advisors back to basics
  • FAIS promotes true alignment of interests
  • Ten lessons financial services providers cannot afford to miss
  • A full needs analysis vs a holistic one
  • The record of advice serves as vital evidence
  • In search of information that is adequate, relevant and material
  • There are different contracts under FAIS
  • Financial services providers plea to product suppliers
  • Risk profile questionnaires: Inappropriate questions lead to inappropriate advice