Information for advice professionals only.
Working in the best interests of a client is not a new concept. We have had it from FoFA since 2013. It permeates throughout the Code of Ethics. We hear it's not all about cost, but what does it really mean?
In this session, we delve into what ‘best interests’ means form a legislative, ethical and fiduciary perspective, we will show how best interests doesn't mean the best, or the cheapest, and alternative options that can show how you can put your clients in better position.
ASIC Financial Planning = 1.00
FASEA Professionalism and ethics = 1.00
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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.