Bring in the Experts: Wednesday 24th March – What you need to consider to stay protected in the new regime.

This webinar discusses the requirement to have Professional Indemnity Insurance. Marijke von Molendorff (Marsh) and Clinton Stanger (Curated Risk) will be discussing the Financial Advice New Zealand Liability Programme and Professional Indemnity Insurance.

The new regime which starts on the 15th March has meant there is a significant change in the liability for those that provide regulated financial advice. From the start of the new regime anyone who provides advice to retail clients must hold a Financial Advice Provider licence or provide regulated financial advice under another Financial Advice Provider licence.

FAPs will be held responsible for their own conduct as well as the conduct of their engaged financial advisers, nominated representatives and authorised bodies under their licence.

This webinar discusses how to understand your requirements for Professional Indemnity Insurance in the new regime. Who and what requires to have insurance.

Speakers
Clinton Stanger, Curated Risk– Clinton has worked in the New Zealand fire and general insurance industry for the past 24 years, in both underwriting and adviser roles. Clinton is passionate about the advice industry and assisting his clients by providing clear advice. He thrives on opportunities to utilise his strong relationship skills and wide personal networks to create growth and opportunity for himself and his client’s businesses. He is Level 5 qualified to give advice in fire and general, a member of Financial Advice New Zealand, keenly awaiting his Trusted Adviser mark.

Marijke Von Molendorff, Marsh – Marijke provides a full range of services across all liability classes of business including risk advisory, loss control advice, pre-renewal strategy, insurer market liaison and negotiation, stewardship reviews, claims management, budget preparation.
Marijke has 26 years of insurance experience, starting in the South African market working on domestic and commercial risks. Further experience in liability broking was gained in New Zealand when she moved to New Zealand in 2012.  Marijke is experienced in the design, structure and placement of liability insurance programmes, with client experience including financial advisors, government, commercial and corporate segments.

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? This webinar is offered FREE to Financial Advice Members and $50+gst for non-members (non-members please email info@financialadvice.nz).

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.