A new accommodation option for Australian financial services providers, allowing practices to replace traditional Financial Services Guide (FSG) details with a Website Disclosure Information (WDI) format.
This feature provides a modern, digital alternative to meet mandatory disclosure requirements.
What's the difference?
FSG (Financial Services Guide): Traditional standalone document (PDF/paper) provided directly to clients
WDI (Website Disclosure Information): Digital disclosure hosted on your website, containing the same legally required content in an accessible online format
Configuring WDI for your Workspace (Practice):
This new accommodation can be configured at the Workspace level, allowing you to transition from FSG documentation to WDI format.
⚠️Note: Only users with Workspace Admin permissions will be able to configure the WDI details within the Workspace.