Wondering about any changes to lending criteria this year? Angi Mann talks to the big four banks about any changes in lending criteria for 2019 and what to prepare for. This is an interactive webcast - and you will be able to ask questions of the panelists. To find out more and register click here.

While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than good. Please join us for a webcast with Tom Fellowes, Regional Director, to provide perspectives on capital markets, previous market declines, volatility, and the importance of investor discipline. To find […]

What is Fairness? A discussion on what is/ not fair The draft Financial Advice Code released in October 2018 states in code standard 1 “Treat clients fairly and act in their interests”. Further “Be fair and reasonable” is a key principle of your Professional Promise* to your clients; so what ‘fair’ is and is not […]

Advisers 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. When it comes to recommending to a client a replacement lending product what are the guidelines and […]