Traffic Light System Helps Cigna Advisers Meet Regulations
Cigna NZ is helping independent financial advisers stay on top of their regulatory obligations with the launch of a new ‘My profile’ tool on...
Why Good Governance Must Underpin Every FAP
If you are a new FAP director and don't fully understand the scope of your obligations then Melanie Purdey says it's time to get...
Director Support Programme Launched by Compliance Refinery
Compliance Refinery in partnership with governance specialists Faraday & Company is offering a Director Support Programme to help directors of FAPs improve the governance...
Digital Lead Generation and Social Media Marketing Webinars
While plenty of financial advisers have got to grips with working remotely and holding client consultations over the phone or online, Partners Life says...
Strategi’s Radar Training Platform Gets a Makeover
Strategi Institute has launched a new generation of Radar, the firm's online learning platform.
Developed as a one-stop solution for continuing professional development (CPD) in...
Insurer Cancels Policy and Refunds Premiums Totalling $20,000
An insurer has refunded a client's premiums for funeral cover after her monthly payments exceeded the value of the agreed payout.
In May 2010 Mrs...
Locum Service Launched for Financial Advice NZ Members
Members of Financial Advice NZ needing someone to run their business while they're away now have access to a register of experienced advisers who...
Webinar to Discuss Working in the ‘New Normal’
A panel of legal and health experts are being brought together by Financial Advice NZ for a webinar to discuss 'no jab, no job'...
Compliance WOF Offer to Advice Business Owners
Strategi is offering a warrant of fitness service to advice business owners that includes a review of FAP policies, processes, controls, and advice documents.
The...