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Masterclass on Disclosure Requirements

December 16, 2020 @ 12:30 pm - 3:00 pm NZDT

Masterclass on Disclosure Requirements – Auckland

We are pleased to announce the Masterclass on Disclosure Requirements will be held on Wednesday December 16th at 12.30pm at the Spencer on Byron Hotel, Takapuna Beach.  We are aware this is only a few weeks away but acknowledge this topic is important to you, so we are delivering this before your summer break begins.

The masterclass is designed to get ready for the new disclosure requirements which come into force on the 15th March 2020.

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 held at The Spencer on Bryon Hotel on Wednesday 16th December.

Click here to register or register below

Cost $45 exclu GST

Details

Date:
December 16, 2020
Time:
12:30 pm - 3:00 pm

Venue

The Spencer on Bryon Hotel

Organiser

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