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Code compliance- Managing Conflicts of Interest in Insurance
March 6 @ 11:00 am - 12:00 pm NZDT
Alan Rafe has developed for the insurance sector and powerful research tool to enable you to match your client’s risk needs with tailored product.
Alan will be demonstrating how to document your advice and structure your Insurance Statement of Advice or Record of Advice to ensure you can robustly defend your recommendations and demonstrate how you have considered and managed any conflicts of interest – especially regarding remuneration and commissions from the products you are recommending.
To find out more and register click here