Saturday, April 20, 2024

Compliance & regulation

Learn How to Best Handle Client Complaints

The team at Compliance Refinery is partnering the Insurance and Financial Services Ombudsman (IFSO) to deliver a webinar about customer complaints. Karen Stevens and Andrew...

All You Need to Know to Obtain a Full FAP Licence

Partners Life is holding a webinar with representatives from the FMA who will explain how to apply for a full FAP licence. Advertised as an...

FAP Licencing Workshop with the FMA

A FAP licencing workshop is being run by the FMA and Financial Advice NZ to help those who have yet to start their licencing...

Insurance Sector Facing ‘Testing Times’ – FMA

The insurance industry is facing testing times, and part of the challenge is the current volume of regulatory change, says Clare Bolingford, the FMA's...

FAP Licensing – Hurdle or Opportunity?

Industry training firm Strategi and the FMA are holding a free webinar on Thursday 7 April for financial advice providers who have not yet...

Support Programme Launched for FAP Directors

A FAP director support programme has been launched by Compliance Refinery in conjunction with governance specialists Faraday & Company. Melanie Purdey, Compliance Refinery’s course facilitator,...

Future of Insurance Webinar

The future of the insurance sector is the subject of an FSC webinar being held on Tuesday 5 April. The online event – Insurance 2022...
Samantha Barrass, CEO of the FMA.

All Change at FMA Under New CEO

Our report featuring FMA CEO Samantha Barrass and her plans to expand the focus of the regulator was the week's most popular post and...

Risks and Benefits of Locums Discussed During FSC Conference

Sharing client data and PI cover were among the issues discussed in an FSC conference about FAPs setting up a locum agreement to cover...