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June 22, 2018
Fact Find - Objectives
Premium Brokers compliance requires Brokers to make reasonable enquiries into a clients wants and needs from a loan. These objectives need to be declared and noted within VowNet on the Objectives. Categories to be noted include
June 9, 2018
Broker Tools - Advice Comments
It is the role as a responsible lending broker is understand what your clients wants and needs and then recommend the most suitable choice of products you can.
When you get audited, the auditor will want to see how your r...