Marketing and promotion – sending a clear message to your clients
OnlineMarketing 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 […]
Financial Advice NZ AGM
WellingtonView the Online Notice of Meeting which includes the AGM Meeting Book, the Annual Report, Board Resolutions and other important information about the AGM. Links Register here
Financial Advice 2021 Conference
Financial Advice 2021 Conference Location: Wellington More details to follow
What to expect from a monitoring visit
OnlineWhat 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 […]
Central Region Christmas Lunch
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
OnlineIndustry 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
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 […]
Economic update with Cameron Bagrie
OnlineCameron Bagrie will provide an economic outlook for 2022, including what's on the housing market horizon and what a new level of normal looks like for New Zealand as we learn to live with COVID. How do I join the webinar series? Zoom Link – simply click on the link to register for the series Can […]
Helping the home loan process
OnlineGiven the many pressure points in the current lending environment we thought it was timely to welcome back representatives from the major banks to give us their views on the recent changes and what impact it has had on lending. They will also answer your questions, discuss the trends you are seeing, and look at […]
Upskill your understanding on Vault Digital Funds and Digital Assets
This webinar will enable you to have a better understanding of what Vault Digital Funds are and a more depth understanding of Digital Assets. The session will provide an overview of Bitcoin and how Bitcoin fits into a diversified portfolio. It will discuss the journey of Fidelity Digital Assets navigating hedge funds, FO, HNW mining […]
