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May 2021

Bring in the Experts – New Trust Laws

May 12 @ 9:00 am - 12:00 pm NZST
Online

Bring in the Experts -Wednesday 12 May - New Trust Laws This webinar will provide you with an overview of the new Trusts Act 2019 which took effect on 30 January 2021. This new Act was a significant overhaul of the current NZ Trust law system. The Act is designed to restate and clarify previous Trust law. Most New Zealand Trusts are used to hold assets, and historically may not have always had a lot of involvement from Trustees. Trustees are now expected…

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Friday, May 21, 2021 – Professional Ethics Workshop

May 21 @ 9:00 am - 12:00 pm NZST
Online

Friday, May 21, 2021 - Professional Ethics Workshop. This workshop delivered by Financial Advice NZ & The Ethics Conversation supports and enhances the competence of financial advisers seeking to demonstrate their commitment to professional ethics and good practice that underpins all client relationships. The workshop session covers: business ethics fundamentals, conflicts of interest, bias and speaking up, along with an examination of risks, challenges and ethical dilemmas. It refers to the Code of Professional Conduct for Financial Advice Providers and…

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June 2021

Getting back to our Regions

June 1 @ 9:00 am - 11:30 am NZST
Auckland

We are excited to be hitting the road this June. Five Regions over five weeks! We know how you like to catch up in person so we have put together an exciting agenda with great presenters- including the FMA. We will be in the following locations: Tuesday, 1 June Auckland - 9:00am to 11:30am - Venue TBC Tuesday, 8 June Hamilton - 9:30am to 12pm - Venue TBC Tuesday, 15 June Wellington - 9:30am to 12pm - Venue TBC Wednesday,…

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Wednesday, June 2, 2021 – Professional Ethics Workshop

June 2 @ 9:00 am - 12:00 pm NZST
Online

Wednesday, June 2, 2021 - Professional Ethics Workshop. This workshop delivered by Financial Advice NZ & The Ethics Conversation supports and enhances the competence of financial advisers seeking to demonstrate their commitment to professional ethics and good practice that underpins all client relationships. The workshop session covers: business ethics fundamentals, conflicts of interest, bias and speaking up, along with an examination of risks, challenges and ethical dilemmas. It refers to the Code of Professional Conduct for Financial Advice Providers and…

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Bring in the Experts – Governance – Disputes Resolution Schemes panel discussion

June 2 @ 10:00 am - 11:00 am NZST
Online

Bring in the Experts - Wednesday 2nd June - Governance - Disputes Resolution Schemes panel discussion Join us and obtain greater knowledge as to what the Dispute Resolution Scheme (DRS)  providers are considering for complaints against the financial services sector. We have the heads of the Disputes scheme providers in NZ on our panel who are clearly experts in their field. The new regime has duties and obligations for both the financial advice provider and the financial adviser when advice…

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