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Financial Planning

FSU calls out NAB for lack of standards

Any compliance breaches made by NAB Financial Planning around the incorrect witnessing of Beneficiary Nomination forms prior to 31 May 2017 should not be included in the new conduct background check protocol.

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Read more: Beneficiary Nomination FormsFSUNAB Financial PlanningProtocolInformationAndrew ThorburnNAB forDarren MartinABABanking Industry ConductFinance Sector Union of AustraliaJulia AngrisanoJuly forReference Checking