Communicating the Sustainability Message
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandInvestors are increasingly interested in integrating their values around sustainability and other issues with their investment goals. The big question is how this can be achieved. Providing answers represents an […]
Canterbury/Nelson Regional Event
Russley Golf Club 428 Memorial Av, Christchurch, New ZealandRegardless of our own Adviser industry specialty, private medical cover is a hot topic with all our clients. The Canterbury/Nelson committee are delighted to bring together a group of industry leading experts to educate, discuss & debate the pressing questions and concerns around the rising costs of Private Medical Insurance.
We’re also putting to the test; is it a necessity or luxury to have private medical cover in the NZ Market?
Non Lending Speed Dating – Hamilton
Distinction Hotel 100 Garnett Ave, Hamilton, New ZealandHosted by Resimac Home Loans alongside Avanti Finance, Bluestone, first Mortgage Trust, Heatland Bank, Liberty, NZCU, Southern Cross Partners and Spotcap. Click event to see agenda.
Guidelines for Replacement KiwiSaver Schemes
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandAdvisers must always act with knowledge, competence and skill in their dealings with clients. Replacing a financial product, even when it is clearly in the client’s interests, can be a […]
Non Lending Speed Dating – Christchurch
Riccarton Park 165 Racecourse Road, Christchurch, New ZealandHosted by Resimac Home Loans alongside Avanti Finance, Bluestone, first Mortgage Trust, Heatland Bank, Liberty, NZCU, Southern Cross Partners and Spotcap. Click event to see agenda.
Code compliance- Managing Conflicts of Interest in Insurance
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandAlan Rafe has developed for the insurance sector and powerful research tool to enable you to match your client's risk needs with tailored product. Alan will be demonstrating how to […]
IRD – Spring into action and make tax simpler
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandManaging your tax can be easier when more integrated with your other business processes, and from April this year myIR will have improved online features to make this help you achieve this. Inland Revenue is delivering a transformation programme to make it simpler, more open and certain for New Zealanders to pay their taxes and receive their entitlements. This will also reduce the compliance costs to taxpayers and enable policy changes to be introduced more efficiently.
Webcast discussion on Alternative Remuneration Paper
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandDarrin Franks & Bruce Cortesi are co-authors of the paper ‘Adviser Remuneration: Creating a positive future for advisers, product providers and New Zealanders’. Jane Eschenbach (Wellington Area, Lower North Island Region) will facilitate this interactive webcast and will explore with Darrin & Bruce the main points of the Alternative Remuneration paper.
Best Practice Spotlight: Implementing a Structured Approach to Discovering Client Values
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandBest Practice Spotlight: This is the second webcast in the series based on the research-data from the international collaboration lead by Capital Preferences of USA
Guidelines for Replacement Insurance
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandAdvisers must always act with knowledge, competence and skill in their dealings with clients. Replacing a financial product, even when it is clearly in the client’s interests, can be a higher-risk area for both you and your client.
