Compliance
Everything looks healthy.
Your files are in strong shape. Two items need a quick look — the AI has explained why.
AI is active
94%
Health score
5 passed2 review1 missing
Checklist
Eight things I looked at
- Best Interests Duty documentedPassed
- Credit Guide providedPassed
- Preliminary Assessment completePassed
- HEM benchmark appliedReview
- Serviceability buffer 3.00%Passed
- Anti-hawking evidence recordedPassed
- Client ID verifiedWarning
- Fee disclosure signedMissing