Premium Broker Blog
 

Compliance Guidelines and Agreements for Premium Broker ACR’s and staff Australian Credit Licence: Premium Broker Pty Ltd ABN: ...

Credit Guide The Credit Guide must be provided to the client as soon as possible, once finance is likely to proceed. A copy of the Credit...

Privacy Disclosure The Privacy Disclosure MUST : - be signed prior to completing an Equifax (Veda Advantage Check). - be signed prior to...

Client's Identity Every client must be identified, we recommend getting an updated copy of their driver’s licence for every new loan. ...

Fact Find - Client Need's Analysis For the purposes of our Premium Broker's compliance, the VowNet CRM is considered an acceptable and...

Fact Find - Assets Asset needs to be entered correctly and can be added by clicking on the ADD ASSET Button on the top right hand corner....

Fact Find - Liabilities Liabilities needs to be entered correctly and can be added by clicking on the ADD LIABILITY Button on the top...

Fact Find - Living Expenses Premium Brokers need to be very vigilant with regards to LIVING EXPENSES. As a licensee, Premium Broker has...

Using Dropbox VowNet allows you to automatically download all documents into your Dropbox account. This can be extremely helpful for...

Using BankStatements.com.au Premium Broker has subscribed to illion Software's www.BankStatements.com.au. The software provides a number...