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November 2019
Regional Meeting – Waikato/BOP
Waikato & Bay of Plenty Regional Meeting & Christmas Luncheon To be held on the 19th November 2019 at the Sir Don Rowlands Centre, Mighty River Domain at Lake Karapiro 9am - 9.30am Tea & coffee, general business 9.30am - 10.30am Trust managers from Trustees Executors - Pearl Comerford & Sharleen Te Runa “ Who Should Own That Policy/Portfolio/House?”.lake 10.45am to 12pm Future Proof Concepts - Miriam Hewson "Emotional Intelligence" 12pm to 1.30pm Luncheon - please confirm if you have any dietary…
Find out more »IFSO Getting Ready for Licensing
IFSO Getting Ready for Licensing – best practice in complaints handling The transitional licensing starts on the 25th of November and a condition of the transitional licence is that licence applicants must have in place an internal disputes resolution process. Sharing insights and key tips from more than 20 years of resolving complaints, Karen Stevens, the Insurance & Financial Services Ombudsman, will explore: • what you need in your complaints process • what is best practice • what resources are…
Find out more »The Bank’s 2020 view of Licensing and Regulatory Changes
The Bank’s 2020 View of Licensing and Regulatory Changes The new legislation and licensing regime starts on 29 June 2020 and the panel from BNZ and ANZ will discuss the impact on third party distribution, as the lenders ensure they meet their own licensing obligations. Key topics include • Code of conduct and new duties – an impact on lending advice processes • Commercial arrangements vs licensing requirement and impacts on third parties Hear the panelists from the major banks…
Find out more »Nelson Transitional Licensing Seminar
Nelson Transitional Licensing Seminar – a joint FMA and Financial Advice NZ initiative Following on from the FMA seminars in the major cities, Financial Advice NZ and the FMA are now bringing this important seminar to the regions. The free two-hour seminars will talk through all the key aspects of transitional licensing including a reminder of the time frames and new requirements, plus case studies showing the options of how to operate in the new regime under different business structures. The…
Find out more »Central Region Christmas Function
Central Region Christmas Function To be held on the 26th November 2019 at the United Manawatu Masonic Centre, The Ashlar lounge 395 – 397 Church Street, Palmerston North Enjoy the company of your Financial Advice New Zealand colleagues for an well received Christmas lunch. The meal will be accompanied with matched wine which has been selected by our local wine expert Duncan from ‘The Village Wine Trader’. Duncan will provide an explanation of each of these fine wines throughout the course of the festivities.…
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