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IFSO Getting Ready for Licensing

Online Link to watch/listen will be sent to registrants on the day before the event, New Zealand

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 […]

The Bank’s 2020 view of Licensing and Regulatory Changes

Online Link to watch/listen will be sent to registrants on the day before the event, New Zealand

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 […]

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 […]

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 […]

Risk Advisers – Upcoming Legislation and Regulatory Changes

Online Link to watch/listen will be sent to registrants on the day before the event, New Zealand

Risk Advisers – Upcoming Legislation and Regulatory Changes The new legislation and licensing regime starts on 29 June 2020 affecting all those involved in financial advice services. Join Andrew Gunn and Angi Mann as they discuss the impact of the licensing regime and Code of Conduct on insurance and personal risk management advice, the support […]

Canterbury/Nelson Christmas Event

Canterbury/Nelson Christmas Event       To be held on the 29th of November 2019 from 4-7pm at The Fermentist Christchurch. Agenda 4.00pm - Arrival 5.00pm - Nibbles Drinks will not be provided but can be purchased from the bar. To register your attendance please complete the form below.

Regional Catch Up- Invercargill

Buster Crabb 326 Dee St, Invercargill

Regional Catch Up - Invercargill Come and join CEO Katrina Shanks and Board Member Stephen O'Connor for an informal catch up. They will provide an update on the changes, opportunities and challenges facing the sector and the activities of Financial Advice New Zealand. To be held on the 3rd December 2019 from 4-6 pm at Buster Crabb, 326 […]