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Video | Fulfilling advisers’ Best Interests Duties

I’ll always be here for you dad!

Most financial advisers are aware that their Best Interests Duty under the FOFA legislation includes discussions about Estate Planning. But what many don’t realise is that it’s not as simple as providing the name of an Estate Planning lawyer.


In this 5 minute video, Ian Tindale breaks down the steps financial advisers are required to take in regards to their clients’ Estate Planning in order to fulfil their Best Interests Duty.

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