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Bring in the Experts: Taking care of your clients when you can’t – how to include a locum adviser agreement in your BCP

October 13 @ 10:00 am - 11:00 am NZDT

Bring in the Experts: Taking care of your clients when you can’t – how to include a locum adviser agreement in your BCP

You’re a solo adviser running your own Licensed FAP. Let’s talk about why is having a locum adviser agreement is a good strategy.

How does a locum adviser fit in with your plans to continue to service your clients in the event that you are not available?

It could be a long holiday or an unexpected event that requires someone else to step in and look after your business when you cannot. Planning for this type of event is key to being able to continually meet your FAP licence conditions.

We will uncover what you need to consider, what to arrange and how we can help you meet your obligations and look after your clients in your absence from your business.

Your Business Continuity Plan should refer to this plan with all the details required to activate this arrangement.

This is a not to be missed webinar which will also have some tools which you can implement in your business.

 

How do I join the webinar series? Zoom Link – simply click on the link to register for the series

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? Free for Financial Advice Members and $50+gst for non-members.

CPD will automatically be applied to member’s accounts within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page.

Details

Date:
October 13
Time:
10:00 am - 11:00 am
Event Category:

Venue

Online

Organiser

Financial Advice New Zealand
Phone:
0800 432 101
Email:
info@financialadvice.nz
Website:
https://financialadvice.nz/