Best Interests Checklist


Features & Benefits

Meeting the Best Interests Safe Harbour requirements as well as your record keeping requirements is easy with the Best Interests checklist. Used properly, it will clearly demonstrate the steps an adviser has taken to meet the ‘safe harbour’ requirements.


Suitable For
Financial advice licensees and Financial advisers

SKU: BICCT Category: Tag:


The Best Interests Checklist is designed to help compliance teams and advisers alike ensure that each piece of personal advice meets the statutory ‘safe harbour’ requirements in s961B(2) of the Corporations Act 2001 (Cth). It is designed to ensure an adviser describes ‘how’ they have met each of the safe harbour requirements.


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