NAB adviser puts beneficiaries at riskBY JAMIE WILLIAMSON | MONDAY, 29 MAY 2017 12:50PMNAB Financial Planning is undertaking a review after one of its advisers failed to correctly witness the signing of client Beneficiary Nomination Forms on more than one occasion. Related News |
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I would have thought adminstrative matters relating to forms of the superannuation trustee, remain the trustee's primary responsibility particularly when dates don't marry-up as they ought or insufficient witnesses signatures are omitted from forms. When copies of invalid binding death benefit beneficiary nomination forms were sent to trustees by the adviser what was the trustee's response? Or was it left it to the adviser and their support staff?