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February 2019
Canterbury/Nelson Regional Event
Regardless of our own Adviser industry specialty, private medical cover is a hot topic with all our clients. The Canterbury/Nelson committee are delighted to bring together a group of industry leading experts to educate, discuss & debate the pressing questions and concerns around the rising costs of Private Medical Insurance.
We’re also putting to the test; is it a necessity or luxury to have private medical cover in the NZ Market?
Find out more »October 2019
Update on Licensing – questions and answers
Update on Licensing – questions and answers Transitional licensing opens early November and we are fielding questions from members about the likely business scenarios they are considering and whether these are optimal or even feasible under the new licensing regime. Many advisers are balancing the pro and cons of having their FAP licence in their own name (or their company’s) or conversely - joining a larger licensed body that meets their business and compliance needs. In this webcast we will cover…
Find out more »November 2019
Auckland Regional Meeting
Auckland Regional Meeting Guest Speakers: Rebekah Swan - ESG Investment Specialist, NZ/Client Advocate/Head of Product/AMP Capital Impact Investing – what is it and how can you advisers incorporate it into a portfolio? Rebekah is the ESG Investment Specialist for New Zealand and also the Head of Product. As our ESG Investment Specialist she works actively in Responsible Investment and with the Sustainable Funds Team at AMP Capital, the industry within New Zealand and is passionate for all things in responsible investment…
Find out more »IFSO Getting Ready for Licensing
IFSO Getting Ready for Licensing – best practice in complaints handling THIS WEBINAR HAS PASSED. IF YOU WOULD LIKE A COPY OF THE WEBCAST PLEASE EMAIL INFO@FINANCIALADVICE.NZ. 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: •…
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