Marsh/Financial Advice New Zealand Liability Insurance Programme

We are hosting this webinar in conjunction with Marsh so you can obtain a greater understanding of the Liability Insurance Programme and the levels of cover you and your business may require.

The 2020/2021 Liability Programme has been developed to meet the liability insurance needs of financial advisers.

This programme maintains the coverage of previous programmes with a few adjustments and has been enhanced to reflect financial advisers needs in these rapidly changing times including Financial Advice Provider (FAP) coverage in the future.

Marijke von Molendorff from Marsh will provide an overview of the Liability Programme and provide claims examples to guide you on the levels of cover you should be considering to protect yourself and your business. In addition to this we recognise there is a need for a new Liability Programme to meet the requirements of the Financial Service Legislation Amendment Act 2019 (FSLAA) and the inclusion of Financial Advice Providers. We will be providing members of this scheme an option to obtain FAP cover which will be required for every FAP which provides regulated financial advice once the legislation is enacted. This will be explored further in the webinar.

There will be an opportunity for those not already in the liability programme to secure cover and the additional FAP cover.

How do I join the webinar? Zoom Link – simply click on the link a few minutes before 10am on Wednesday.

Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.

What is the cost? These webinars are offered FREE to Financial Advice Members, Associates, Business Partners and friends of Financial Advice New Zealand.

CPD will automatically be applied to member’s accounts. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page.