FSMA Opinion on financial planning

News article

This Opinion clarifies how the FSMA understands the concept of ‘advice on financial planning’. By way of reminder, both independent financial planners authorized by the FSMA and regulated companies may provide advice on financial planning in Belgium. In its Opinion, the FSMA also briefly outlines the main obligations of those who offer advice on financial planning.

Read more in the FSMA’s Opinion 2022_02 (available in French and Dutch only)