Advising on platforms:
Looking beyond cost

A special report to help advice firms look beyond cost when advising on platforms and meet their legal obligations.

When it comes to advising clients on which super and investment platform they should use, demonstrating best interest is an ongoing issue and increasingly financial advisers need to look beyond price to meet their client needs.

By too readily focusing on price you may fail to meet your legal obligations, and your clients' needs, objectives and preferences may not be met either.

In this special report, written in conjunction with The Fold Legal, we:

  • Unpack the legal framework that applies to you when it comes to advising on platforms
  • Discuss the best interests duty
  • Provide some instructive case studies illustrating the need to take into consideration client needs and preferences
  • Provide a practical roadmap for your advice process and questions to help you understand your clients' needs before recommending a platform

Complete the form to get your complimentary copy.

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