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FSRE 2 · Different Advice Models
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Different Advice Models

The difference between regulated advice and guidance, restricted vs independent, and when execution-only is appropriate.

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Different Advice Models

3.6.1 – 3.6.5 Regulated vs Non-Regulated Advice

Question 3

True or false?

3.6.1 – 3.6.5 Regulated vs Non-Regulated Advice

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What the exam tests

The difference between regulated advice and guidance, restricted vs independent, and when execution-only is appropriate.

Question 5

True or false?

The difference between regulated advice and guidance, restricted vs independent, and when execution-only is appropriate

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Additional notes

Question 7

Which term matches: "Personal recommendation to a retail client regarding a specific investment or mortgage; requires authorisation"

Question 8

What does "Guidance" mean?

Question 9

Match each term in "Additional notes" to its meaning

Tap a term, then tap its matching definition.

Question 10

Fill in the blank

______ — Limited-scope personal recommendation on a single product area (e.g. ISA)