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Events for January 30, 2019

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11:00 am

Guidelines for Replacement Lending

January 30 @ 11:00 am - 12:00 pm NZDT
Online, Link to watch/listen will be sent to registrants on the day of event New Zealand

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 […]

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