Australian Credit & Financial Services Licensees
Australian Credit Licence (ACL) holders, Australian Financial Serivces Licence (AFSL) holders and authorised credit representatives are required to be a member of an ASIC-approved external dispute resolution (EDR) scheme such as CIO. Find out more information about financial services licensing.
Limited Australian Financial Services Licensees
Accountants providing advice on self-managed superannuation funds (SMSFs) to retail clients will be required to hold a limited Australian financial services (AFS) licence and join an external dispute resolution (EDR) scheme such as CIO from 1 July 2016.
Events and Training
The Credit and Investments Ombudsman releases an Annual Report on its business for each financial year. The report is presented together with the years' audited financial accounts at the CIO Annual General Meeting (AGM), held within three mon Read on...