With a central online location for file notes, research, working papers, you can tag your staff in relevant sections for them to action steps in the advice process.
Efficiency and compliance are two of the biggest pain points for advisers. With the ever-changing compliance landscape and the advice delivery process taking longer than ever, we wanted to offer a solution that would save you time and guide you through the compliance framework around Best Interest Duty 961B of the Corporations Act 2001, FASEA Code of Ethics as well as ‘best practice’ methods in the industry.
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