Australian Financial Services Licensing (AFSL) Forum

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    licencefx
    Member

    I am moving out of the financial services industry and am looking at selling my book of clients. All Retails super + insurance. All in the one platform, over $50M in FUM in total that I can break up. NO vendor finance. email me lawrence@twfs.com.au

    #5752 Reply

    David
    Guest

    can you tell me what the reoccuring is from FUM / insurance trail? any grandfathered clients?

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Reply To: book of clients for sale

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