Rules Mate

For your role

Rules Mate for insurance + finance brokers

Best Interests Duty, DDO, NCCP responsible lending, hardship, RG 271 IDR. Insurance + credit broker compliance reference + tools.

Mortgage brokers face BID + responsible lending. Insurance brokers face DDO + IDR + AFCA. BNPL is now NCCP-licensed from 10 June 2025. The compliance scope keeps expanding.

How Rules Mate helps

  • Best Interests Duty + responsible lending reference
  • DDO + TMD scope check
  • RG 271 IDR timeline reference
  • AFCA membership + complaints process

Free tools for your role

Priority obligations for your role

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