Advisory Services Rulebook (Effective From: 19 June 2025) Versions——V.1.(7Feb2023)—Current Version—>> Introduction Part I – Policies, Procedures and Public Disclosures A. Policies and Procedures B. Public Disclosures Part II – Advisory Services Rules A. Client Suitability B. Staff Competency C. Verification of Information D. Methodology Schedule 1 – Definitions