InPractice: Two birds with one stone: can managed accounts help with compliance as well as efficiency?


Information for advice professionals only.

What is the intersection between the Code of Conduct and managed accounts? How can managed accounts help make an advice practice more compliant? And what happens if it costs more? Can it still meet best interest? In this session Bryan Ashenden, BT’s Head of Financial Literacy and Brett Sanders, CEO of Philo Capital Advisers will explore the role managed accounts can play in helping advice practices stay compliant and why you may have a problem if you’re not thinking about it.

CPD Accredited - Watch now


ASIC Generic Knowledge = 0.25
ASIC Managed Investments = 0.5
ASIC Financial Planning = 0.2


FASEA General = 0.25
FASEA Regulatory compliance and consumer protection = 0.5
FASEA Professionalism and ethics = 0.25




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