Enforcement/asicCWLTH

ASIC v Westpac (financial advice — best interests duty)

[2019] FCA 1244

civil penalty8 Aug 2019

Respondent

Westpac Securities Administration + BT Funds Management

Facts

Westpac super telephone-based campaigns crossed the line from general to personal advice without complying with best interests duty.

Outcome

Federal Court found contraventions of best interests duty + related FSP obligations. Substantial remediation ordered.

Read the source

https://asic.gov.au/about-asic/news-centre/find-a-media-release/

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