Skip to main content
Financial Assistance Hub

Customer Vulnerability Guideline

14 November 2024

This guideline outlines good industry practice for how banks can take extra care with customers experiencing vulnerability.

It explains:

• what vulnerability can look like,
• how a bank may recognise that a customer is experiencing vulnerability and identify their needs,
• what personal information is appropriate and permissible to record to enable the bank to provide the customer with extra care, and
• what steps a bank should take to try to assist a customer experiencing vulnerability avoid or minimise harm.

Download PDF

Latest news

1 / 3
Transcript
Press Conference with Alliance Business Leaders
13 May 2026

E&OE Bran Black, BCA: I’m here with colleagues from industry associations that represent the length and breadth of Australia’s economy, and we’re here today to talk about a couple of key features of the Budget. What I wanted to do is just take a step back first and just talk about how we came together…. Read more »

Read more
Media Releases
JOINT STATEMENT: Budget takes a positive first step on productivity
12 May 2026

The Alliance of Industry Associations described measures in the Federal Budget as positive first steps on productivity reform, while calling for further action to deliver sustained cost of living relief for households and businesses. The Alliance, representing around 30 industry groups from a broad cross-section of Australia’s economy, has previously called for a significant package… Read more »

Read more
Media Releases
ABA welcomes Budget productivity focus
12 May 2026

The ABA says the 2026 Federal Budget lays the groundwork for reforms that enhance productivity across the financial services sector and the broader economy.   Projected improvements to the overall Budget position through lower deficits and a more sustainable fiscal trajectory are also welcome. Ongoing fiscal discipline, including spending restraint, will be key to placing… Read more »

Read more