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February 2021
Central Branch Meeting – Tuesday 23rd February
To be held on Tuesday 23rd February 2021 at the BNZ Meeting Rooms, 203 Broadway Ave, Palmerston North Guest Speaker Amanda Linsley, Chief Executive, Manawatu Chamber of Commerce. There will be breaking news which Financial Advice New Zealand will be first to hear. 12.00pm Lunch with meeting finishing at 2pm. Cost: $20 incl GST includes lunch - invoices will be sent out following the meeting. No cash will be accepted at the event. All attendees must register online. Registration closes Friday 19th…
Find out more »Wednesday 24th February 2021 – Ready, set, go! – Webinar – Practical knowledge for the new regime – Duties and obligations
Wednesday 24th February 2021 – Ready, set, go! Webinar - Practical knowledge for the new regime - Duties and obligations We are pleased to deliver to you a webinar series that will provide you and your adviser business the knowledge to ensure you are compliant for the new financial service regime which starts on the 15 March 2021. Every adviser business will have to make changes to ensure they are compliant. For each business the changes which you will have…
Find out more »Canterbury/Nelson Regional Meeting – Thursday 25th February
To be held on the Thursday 25th February 8:45am - 10:30am at the Russley Golf Club. Guest Speaker Greg Flemming will talk about an Economic update, looking at 2020 a year in review and what we can expect for 2021. Greg Fleming joined the AMP Capital Multi-Asset Group in 2016. He is responsible for the AMP Capital Diversified Funds in NZ, and is Portfolio Manager of the Income Generator Fund, as well as supporting the broader team’s research, portfolio construction…
Find out more »Friday, February 26, 2021 – Professional Ethics Workshop
Friday, February 26, 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…
Find out more »March 2021
Wednesday 3rd March 2021 – Ready, set, go! – Webinar – Practical knowledge for the new regime – Disclosure Requirements
Wednesday 3rd March 2021 – Ready, set, go! - Webinar - Practical knowledge for the new regime - Disclosure Requirements. We are pleased to deliver to you a webinar series that will provide you and your adviser business the knowledge to ensure you are compliant for the new financial service regime which starts on the 15 March 2021. Every adviser business will have to make changes to ensure they are compliant. For each business the changes which you will have…
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