October meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand To be held on Tuesday 26th October at the Russley Golf Club Doors open at 1:45pm, presentation to start at 2pm This presentation will be focusing on Relationship Property matters and cover the following aspects: An introduction to the Property (Relationships) Act When might […]

Panel discussion with the experts - The new competency requirements - do you know what they are? To provide regulated financial advice under the new regime, you need to comply with the Code of Professional Conduct for Financial Advice Standards. In particular, Part 2 – Competence, Knowledge and Skill. These have changed in the new […]

No jab, no job We are just starting the conversation around what our expectations are in the workplace. Some workplaces have moved to having all employees and clients having two jabs before they can enter the workplace. What is legal and what do our experts think? On this webinar we have a panel of experts […]

Marketing and promotion - sending a clear message to your clients David Greenslade from Strategi will be delivering the new guidance from the FMA around advertising offers of financial products under the FMC Act. Liam Mason, FMA General Counsel, said:  "Advertising can significantly influence people's investment decision making, so its critical that firms' marketing materials […]

What to expect from a monitoring visit We are now seven months in to the new regime, so it though it was timely to welcome back the FMA to talk to us about how they will approach a monitoring visit and what's changed. Have you fine tuned your record keeping skills? Are you following all […]

Financial Advice New Zealand Central Region Christmas lunch You are set to enjoy the company of your Financial Advice New Zealand colleagues for a well received Christmas lunch at Nero's Restaurant. The three-course meal will be accompanied with wine to match the cuisine. Location: Nero's Restaurant, 36 Amesbury Street, Palmerston North Date: Friday 26th November 2021 […]

Industry leaders end of year wrap-up There’s no doubt this year has presented many challenges, so let’s end it on a high-note and focus on the wins! Please join us for our final Bring in the Experts webinar of the 2021 where our panel of industry leaders will be reflecting on their highlights of this […]

Canterbury/Nelson Region Christmas Catch up We made it through another interesting year - let's celebrate! Join us for some drinks, nibbles and holiday cheer. Please ensure you RSVP so we have enough nibbles and space for everyone.   Location: Aikmans Bar & Eatery, 154 Aikmans Rd, Merivale Date: Friday, 10th December 2021 Time: from 4pm […]