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May 2021

Bring in the Experts – New Trust Laws

May 12 @ 9:00 am - 12:00 pm NZST

Bring in the Experts -Wednesday 12 May - New Trust Laws This webinar will provide you with an overview of the new Trusts Act 2019 which took effect on 30 January 2021. This new Act was a significant overhaul of the current NZ Trust law system. The Act is designed to restate and clarify previous Trust law. Most New Zealand Trusts are used to hold assets, and historically may not have always had a lot of involvement from Trustees. Trustees are now expected…

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Bring in the Experts – AML Compliance

May 19 @ 10:00 am - 11:00 am NZST

Bring in the Experts -Wednesday 19 May - AML Compliance This webinar will cover the basics of the law with a focus on Financial advisers and what they need to be aware of under the legislation. Ask yourself do you need to be AML certified? Do you know the difference between AML/CFT document certifications as opposed to document verification?  Do you know the requirements contained in the Amended Identity Verification Code of Practice 2013 (IVCOP 2013) and what reporting entities can do?…

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Friday, May 21, 2021 – Professional Ethics Workshop

May 21 @ 9:00 am - 12:00 pm NZST

Friday, May 21, 2021 - Professional Ethics Workshop. This workshop delivered by Financial Advice NZ & The Ethics Conversation supports and enhances the competence of financial advisers seeking to demonstrate their commitment to professional ethics and good practice that underpins all client relationships. The workshop session covers: business ethics fundamentals, conflicts of interest, bias and speaking up, along with an examination of risks, challenges and ethical dilemmas. It refers to the Code of Professional Conduct for Financial Advice Providers and…

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Bring in the Experts – Tony Alexander – Budget update

May 26 @ 12:00 pm - 1:00 pm NZST

Bring in the Experts -Wednesday 26 May - Tony Alexander - Budget update We are excited to have Economist Tony Alexander bring us an update on the New Zealand Budget and the economy.  Tony will cover the below topics in our webinar: update on the new government policy announcements and their implications on the markets update on the property market NZ spending, where are we spending more? opening of the Trans-Tasman bubble and how its tracking Reserve Bank movements How…

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June 2021

Getting back to our Regions – Auckland

June 1 @ 9:00 am - 11:30 am NZST

Getting back to our Regions - Auckland We are excited to be able to be touring around five regional locations over the month of June delivering an event which will provide quality professional development and allow you the time to network with colleagues and friends. We will also be running the Christchurch session as a live webinar to give our members in other regional areas the opportunity to attend. We know many of you are now turning your mind to…

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