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Guidelines for Replacement Lending

January 30 @ 11:00 am - 12:00 pm NZDT

Advisers must always act with knowledge, competence and skill in their dealings with clients. Replacing a financial product, even when it is clearly in the client’s interests, can be a higher-risk area for both you and your client.

When it comes to recommending to a client a replacement lending product what are the guidelines and processes you follow?

To find out more and register click here

Details

Date:
January 30
Time:
11:00 am - 12:00 pm
Event Category:

Venue

Online
Link to watch/listen will be sent to registrants on the day of event New Zealand

Organizer

Financial Advice New Zealand
Phone:
04 499 8062
Email:
info@financialadvice.nz
Website:
https://financialadvice.nz/