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Events

Mortgage Brokers Best Interests Duties – Online Workshop

What's covered

  • Credit Legislation and overview
  • What is new for mortgage brokers including Royal Commission case study
  • General obligations relevant to mortgage brokers
  • Key definitions explained
  • Key changes explained including Best Interest Duties, prohibition on conflicted remuneration and liability for conduct of individuals
  • How the new changes interact with Responsible Lending
  • Conflict priority rule
  • ASIC’s expectations – RG 273
Price: $720.00
+ GST: $72.00
Total: $792.00
Date and Time
Thu, 25th February 2021
2:00 pm- 5:00 pmWebinar
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This workshop will work through common scenarios and cover the types of steps mortgage brokers should take to help them comply with the new best interests duty that came into effect on 1 January 2021. The workshop will also consider some of ASIC’s key expectations in RG 273 on how mortgage brokers should comply with the new duty.  As with all our training, the workshop uses:

  • phone-based gamified technology tools
  • live role-plays
  • two-trainer methods
  • group-based workshops
  • relevant case studies

Who should attend?

  • Mortgage Brokers
  • Responsible Managers, Senior Managers and Directors of Mortgage Broking businesses
  • Compliance staff

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