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Ready, Set, Go - Practical knowledge for the new regime - Transitional Licensing - Shared screen with speaker view
Katrina Shanks
18:37
Welcome to the second Ready Set GO webinar series. It would be helpful if you have the material which has been emailed to you on hand for this session. We hope you enjoy the next hour.
Stephen O'Connor
23:25
Morena!
Leigh Hodgetts
24:11
Hi there.
Kerstin Bain
26:07
I haven't received the material unless it was last weeks. Can you please send: Kerstin@connectandgrow.co.nz
Anand Srinivasan
26:43
you are on mute
Anand Srinivasan
26:47
katrina
Anand Srinivasan
27:14
yes
Stephen O'Connor
27:15
👍
Harish Negi
27:17
yes
Glenn Gilbert
27:18
yes
Sharon Orlowski
27:21
Yes loud and clear
alastair gaudin
27:25
Ys
Adrienne Zwarts
27:47
Yes thanks Adrienne Zwarts
Financial Advice New Zealand
29:12
Hi, if you have not received the documents please click on the links belowWorkbook 2 - https://financialadvice.nz/wp-content/uploads/2021/02/Workbook-2-Competence-Knowledge-Skill.pdfDisclosure requirements Guide - https://financialadvice.nz/wp-content/uploads/2021/02/Disclosure-Requirements-Guide.pdf
Financial Advice New Zealand
29:58
Hi, if you have not received the documents please click on the links belowWorkbook 2 - https://financialadvice.nz/wp-content/uploads/2021/02/Workbook-2-Competence-Knowledge-Skill.pdfDisclosure requirements Guide - https://financialadvice.nz/wp-content/uploads/2021/02/Disclosure-Requirements-Guide.pdf
Adrienne Zwarts
30:47
thanks Adrienne Zwarts
Marie Scawboard
42:46
Katrina could we have a copy of that previous slide with the wording for our disclosure doc please. It was well worded
Anand Srinivasan
44:23
Apology for going off track. When will this presentation and recording be uploaded to FinAdvice Website. Last week 27th Jan is not yet loaded will be helpful if it can be done ASAP
Theresa Hatton Financial Hatton
45:57
an we get a copy of all slides please
Katrina Shanks
49:11
Hi. this is already up on the members only side of the website.
Katrina Shanks
55:48
Does anyone have any questions regarding policy, process and procedures and controls?
Theresa Hatton Financial Hatton
56:13
will this webinar be available to view again - as having yo listen outside of office due to attending FSC meeting so less than ideal.
Chris Hall
56:42
Hi Katrina, Are there any templates we could use to help build our policies, procedures and disclosure statements. Sorry if I've missed this in the material.
Katrina Shanks
57:13
The webinar recording will be put on the members only side of our website for you to review later
John Reinman
57:39
Do we need to go through the full disclosure process for existing clients each time we advise
Carissa Fairbrother
59:41
all good -thank you!
Anand Srinivasan
01:00:20
What is the risk of buying clients from insurance adviser exiting the industry due to regularions? Appreciate if this can be clarified on points to be kept in mind while taking over other advisers client
Meredith Cornelius
01:01:27
We cannot see anything on the screen, are we missing anything?
Theresa Hatton Financial Hatton
01:01:32
Thanks
Warwick Hansen
01:02:16
When do these sessions appear on CPD record - or do we have to self record on FANZ website for member CPD
Stephen O'Connor
01:02:58
and Massey
Mario Juran
01:09:02
FANZ has minimum for membership?
Sharon Orlowski
01:13:41
Thank you for running these sessions!
Harish Negi
01:13:43
Thank you for the session.
Richard Sewak
01:13:48
Thank you this is real great value. :) and the resources on the site if fantastic as well.
Manasi Rataul
01:14:02
Thank you Katrina & Leigh .
Stephen O'Connor
01:14:17
Thank you! Off for a ride.