Client Interest Policy – De Minimis

[John]

Good afternoon all.

With interest rates set to rise again, I’d be keen to know if

a) you have set a de minimis value stipulated in your interest policy and if you have

b) what amount you’ve set it at

We’re currently reviewing our interest policy.

Thank you

[Darren Whelan]

Hi John,

We hosted a compliance forum yesterday and I posed this question to a group of around 70. This was the result. Hope it helps.

Darren

[Author]

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