Information for advice professionals only.
BT welcomes you the second part of this webinar series to explore some considerations advisers need to make when taking on a client, and what matters most beyond price factors.
In this session we will cover:
Best interest duty beyond price – A closer look with Tonya Ripley, Key Accounts, BT
The BT Technical Team’s view – Bryan Ashenden, BT Technical Team, BT
There will be a chance to submit questions during the session.
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This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.
The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.