In this module, see real-world examples of how best interests duty can influence how you work with clients from January 2021.
Scenario 1
Variable interest rates – Watch this short practical example of how to meet your best interests duty for a client requiring a competitively priced variable-rate loan.
Scenario 2
Fixed interest rate – Watch this short practical example of how to meet your best interests duty for a client requiring a competitively priced fixed-rate loan.
Scenario 3
Product features – Watch this short practical example of how to meet your best interests duty for a client requiring an offset redraw and have the ability to make additional repayments.
Scenario 4
Repayment types – Watch this short practical example focusing on how to meet your best interests duty for a client requesting a mix of P&I and interest-only repayments.
Scenario 5
Limited deposit – Watch this short practical example of how to meet your best interests duty for a client who requires more than 80 percent of the property value, due to limited savings.
Scenario 6
Refinance – Watch this short practical example of how to meet your best interests duty for a client requesting you to assess the competitiveness of their current home loan.
Scenario 7
Professional package - Watch this short practical example on how to meet your best interests duty for a client considering a pro pack to match their needs and requirements.
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