Wednesday, February 26, 2020

Tag: Strategi

Strategi Announces New Head of Compliance 

Strategi has appointed Selvan Naidoo as its new Head of Risk and Compliance (Strategi Ltd). Naidoo brings to the role extensive compliance and advisory experience...

Advisers Show Strong Interest in FAP Compliance Officer Courses – Strategi

Strategi Institute has reported a strong demand for its two-day Compliance Officer course, designed for future financial advice providers (FAPs). Both Auckland courses for July...

News in Brief

FSC Confirms Faafoi for Summit, Launches Advice Regulation Hub The FSC has confirmed Minister Faafoi will be attending the Wellington Navigating Regulation Adviser Summit on...

Concerns Raised on Draft Code 

Strategi Institute has raised two concerns with the recently released draft Code of Conduct by the Code Working Group. Strategi Institute Managing Director, David Greenslade, says their biggest...

QuoteMonster Teams With Strategi to Provide Statement of Advice Service 

Quote platform QuoteMonster, is set to launch its new initiative, AdviceMonster, this week and in partnership with Strategi, will provide risk advisers with a...