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Bring in the Experts Webinar – ‘Let’s talk Lending: Panel discussion with the experts’

September 8, 2021 @ 10:00 am - 11:00 am NZST

Bring in the Experts Webinar – ‘Let’s talk Lending: Panel discussion with the experts’

Mortgage advisers, what’s on your radar?

Confused on providing advice for fixed term rollovers? We welcome our expert lending panel to discuss the new requirements and some other key things that should matter to you right now.

Changes from CCFA – From 1 October, lenders will be required to ‘exercise due diligence to ensure compliance with the CCCFA’,  which means there are expectations around servicing clients (particularly when a fixed term is due) – so, what does that mean for you? Is your business prepared?

It’s also your opportunity to ask questions relevant to your business and learn more about the processes and procedures you need to put in place to thrive under the new regime.

Our panel:
Baden Martin – Head of Mortgage Adviser Distribution ANZ
Adam Ward – General Manager, Third Party Distribution BNZ
Amanda Young – Head of Third Party Banking ASB
Liz Cannon – Head of Third party banking Westpac

 

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:
September 8, 2021
Time:
10:00 am - 11:00 am

Venue

Online

Organiser

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