Free tool
Best interests duty file note checklist
Tick off everything your file note needs to evidence the Best Interests Duty - client needs, objectives, options considered, and why the recommendation.
Your file note0 of 10
All 10 covered. That is a note that documents your best interests duty obligations.
General guidance, not legal advice. This checklist documents your best interests duty obligations - it is a starting point, not a substitute for your licensee's requirements, the Corporations Act or ASIC RG 273. CallNote receives the transcript your call system makes - it does not record or transcribe the call.
Every item, every time
CallNote writes the note so every box is ticked.
Set your template once and CallNote fills each of these sections from the transcript, in your house style, then seals the note with a timestamp and audit trail. You review and lodge.
No credit card. Unlimited notes. Built in Australia.
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