About this presentation
When it comes to advising clients on which super and investment platform they should use, demonstrating best interest can be a challenge.
In this webinar, hear from Simon Carrodus, Director at The Fold Legal, who will unpack the legal framework that applies when it comes to advising clients on which super and investment platform they should use.
Simon will also discuss the best interests duty and provide some case studies that can help you better understand this sometimes complicated area of law.
This webinar aims to provide you with a deeper understanding of your legal obligations and why:
- Every client is different - and why a one-size-fits-all approach to platform selection may be at odds with the best interests duty.
- There is a difference between price and value - where some clients value features and benefits that are not available on the cheapest platform.
- You should ask the right questions to understand your client’s platform preferences - and some tips on questions to ask.
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