After two successful masterclasses on Disclosure Requirements we delivered in Auckland we are excited to announce that we will be hosting one in Wellington.

The masterclass is designed to get ready for the new disclosure requirements which come into force on the 15th March 2021.

We will work through practical examples on how to implement the various stages of disclosure in your advice process and business.  We will work through a case study on a business, including website (publicly available information), advice documents, and how to clearly disclose how you are paid for your advice. This session will stimulate good discussions with fellow attendees and help inform you of your obligations at a practical level.

The event will be at The Terrace Conference Centre on Tuesday February 23rd 10.30am to 12pm

To attend the masterclass it will cost $45 (ex GST).  Once you RSVP to the event we will issue you an invoice.