Documentation
SalesKey has partnered with a leading consumer law firm to develop a number of templates which we then tailor to your specific business requirements:
- Credit Guide
- Quote
- Credit Proposal
- Privacy Consent
- Preliminary Assessment
- Customer Fact Find
- Referrer Agreement
- Credit Representative Agreement
ACL General Obligation Policies & Procedures
A comprehensive and customised manual covering policies & procedures relating to the following mandatory requirements of all ACL Holders:
- Your arrangements for identifying and dealing with Conflicts of Interest.
- Your Dispute Resolution and Complaint Handling process.
- Resources and processes for managing Financial Resources, Compensation Payments, Human Resources, Outsourcing, Risk Management and IT of your business.
- Your policy and processes for the appointment, ongoing training and monitoring of Representatives, and
- Responsible Lending policies & procedures compliant with the National Consumer Protection Act.
comply365
An innovative and practical compliance platform that empowers Finance Brokers to assess, monitor and educate themselves on NCCP requirements.
- Comprehensive NCCP & Responsible Lending file audits
- Audit reports and certifications
- CPD points gained
- Dashboard reporting, including visibility of staff and Credit Representatives
We also conduct Business Health Checks, Onsite Staff Training and offer a full-service NCCP Compliance Help Desk
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