By: Karen Stevens & Andrew Gunn, IFSO

Duration: 39:23

Financial Advisers provide a lot of value and help to their clients, but the IFSO Scheme sees a number of reoccurring complaint issues for the advice sector.   This webinar covers how to view complaints from the client’s perspective for better customer outcomes and strategies to employ to avoid common advice issues.  Karen Stevens, Insurance & Financial Services Ombudsman, also looks at a recent adviser case with issues such as disclosure of fees, obscure and unclear advice and scope of service documents and a review of recent adviser cases that have seen FMA attention.  

Join Karen and Andrew in this interactive webinar to avoid these common complaint issues.

Suitable for all FAP staff and Financial Advisers