Join us to discuss key insights from the FMA’s monitoring report on Class 1 & 2 Financial Advice Providers. For IBANZ members, there will be a focus on findings and examples from the Fire and General insurance sector. This session is an opportunity to connect with the regulator, discuss their monitoring insights, and ask questions.

Key Takeaways:

• The FMA is encouraged by the transition made by Financial Advice Providers to adopt the new requirements into their licensed businesses. 
• We’ll cover examples of good practices and gaps that (if remain unchecked) could lead to an increased risk of harm to clients.
• Our expectations are Financial Advice Providers, and their Advisers review the report and consider how the FMA’s observations apply to their businesses.  

Discounts are available for group bookings.  Please enquire. 

The running of this workshop is subject to minimum attendees. 

No refund will be given if you do not notify us prior to the start of the event.

If you cannot make the session please advise so we can make the recording available on your dashboard