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Which parts of the advice process will be impacted most by technology in the next 5 years?
Leveraging research and data to meet best interest duties 2020 | Chris Schroder
Navigating FASEA’s best interest duties The Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics 2019 is a requirement for all financial advisers.
Act in the best interest of their clients
Explain to your clients how you have acted in their best interest
Demonstrate to regulators that you have acted in the best interest of your clients
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Interested in finding out more? Get in touch to hear more about how Lonsec can transform your business and meet your best interest duties. Complimentary trials available.
Chris Schroder Business Development Manager M: 0423 736 705
Level 7 90 Collins Street Melbourne VIC 3000
E: chris.schroder@lonsec.com.au
lonsec.com.au