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Module 3: A step by step guide to acting in your clients’ best interests

Follow this step-by-step guide to understand how to apply Best Interests Duty (BID) in every client interaction.

Updated over a week ago

Use this guide to understand how to apply Best Interests Duty (BID) throughout the credit assistance process. These steps help you gather information, assess options, make suitable recommendations, and document your reasoning to demonstrate compliance.

Where to learn more

This module is part of the Best Interests Duty learning pathway. You may find these articles useful:

Need help?

If you need help applying these steps or interpreting BID requirements, contact your Compliance Support Manager or email [email protected]

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