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Cash is at the Heart of all Financial Planning

Conflict of Interest Policy


Any commercial proposition that is based upon the sale of a financial product to earn money is based upon a principle that has a Conflict of Interest at its core.


When clients are not shown the maximum value of their cash an adviser can be accused of not fully informing their client of their options. When an adviser does not fully inform a client of their options, they could be accused of not managing their conflicts of interest.


The best way to mitigate this threat is to demonstrate the value of cash to all clients within the advice process.


"Contact Deposit Sense to learn how
every Conflict of Interest Policy is
enhanced with an Effective Cash Management Proposition"