Provides guidance to financial advisers on the expanded scope of exemptions to Notice FAA-N16, when advising corporate clients on selected over-the-counter derivatives contracts for hedging purposes.

Requirements for financial advisers and their representatives with respect to recommendations made on investment products.

Guidance to financial advisers on incorporating the Basic Financial Planning Guide into their financial advisory process. MAS encourages all financial advisers to adopt these good practices.

Eligibility requirements for representatives of financial advisers, including CMFAS examination and continuing education requirements.

Requirements and best practices for insurers, insurance brokers, financial advisers and their representatives or broking staff on the disclosure and advisory process for accident and health insurance products.