Process and Compliance Solutions
for the advice industry

Part 2: Best Interest Duty & FASEA File Note


The Best Interest Duty & FASEA File Note Wizard allows you to demonstrate how your client file has met your Best Interest Duty obligations.

Following the 7 steps of safe harbour and FASEA Standards, all data from your Fact Find and SoA are pulled together into their relevant steps for adviser confirmation.

We have also simplified the legal interpretations to provide you prompts on how to demonstrate compliance with best interest.

 

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This is an example of just one capability of iComply2 technology. For a full demo on how iComply2 can help to streamline your business, please get in touch and request a demo.

 

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