Connective

Explore practical video scenarios that show how to apply best interests duty (BID) in real client situations.

Module 6: Best Interests Duty (BID) scenario demonstrations

Learn what conflicted remuneration is, how it applies to brokers, and why it matters under the Best Interests Duty framework.

Module 5: Understanding conflicted remuneration

Learn what the conflict priority rule is, how it applies to you, and the steps you must take to comply with Best Interests Duty.

Module 4: Understanding the conflict priority rule

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

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

Learn how to prepare your business, educate clients, and ensure you have a suitable lender panel to meet Best Interests Duty requirements.

Module 2: How to prepare your business for BID

Overview of best interests duty (BID), when it applies and how brokers meet their obligations.

Module 1: Best interests duty (BID) 101

How to remain compliant when assisting customers with personal loans

Best interests Duty – FAQ’s

Learn how to capture clear, compliant notes and link them to your product recommendations.

BID Examples - Documenting the Summary of Requirements (Handy Hints)

The Little Book of BID

Best Interests Duty Resources

Best Interests Duty

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