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Ready, Set, Go - Practical knowledge for the new regime - Transitional Licensing - Shared screen with speaker view
Financial Advice New Zealand
13:46
Good morning everyone. Welcome to our Ready, Set, Go Webinars series. You have all been muted and your videos turned off but feel free to ask questions down the side bar in the chatroom and in questions and answers. Katrina Shanks will ask the questions on your behalfHere are the documents for the webinar if you do not have themWorkbook 3 - https://financialadvice.nz/wp-content/uploads/2021/02/Workbook-3-Client-Understanding-Nature-and-Scope-of-Advice.pdfNew disclosure requirements - https://financialadvice.nz/wp-content/uploads/2021/02/Disclosure-Requirements-Guide.pdfEnjoy the webinar!
Sarah Bloxham
20:38
yep
John Reinman
20:38
all good
Graeme Ryan
20:40
Great
Robyn Edwards
20:40
yip all good
Marchy Pang
20:40
sound perfect
Carissa Fairbrother
20:40
all good
Karen Miller
20:41
:)
Emily TSAI
20:41
Yes
Stephen O'Connor
20:41
👍
Alison Lissington
20:42
Hear you!
Rupert Gough
20:43
:)
Kathy Wright-St Clair
20:43
yes
Brian Pattemore
20:43
Loud and clear
Warren Stephens
20:43
Yes
Ann Morrell
20:43
Loud and clear
Sarah Bloxham
20:44
looking pink :-)
Glenn Gilbert
20:44
good morning
Dana Brown
20:47
yes we can hear
Richard Turfrey
20:47
All Good
Ron Garrod
20:50
All good.
Steve Tutbury
20:50
your looking good
Ramesh Parmar
20:56
yes hear you loudly
Joe Singh
21:00
yes we can hear
Korinne Ellis
32:33
Hey Katrina, will these slides be available on the members site?
Katrina Shanks
36:02
Hi. The slides are not put up but the presentation is.
Andrew Rood
39:45
Hi, where do I find the workbook?
Paul Michaelsen
41:14
Re KiwiSaver withdrawal there is 2 parts to this. I partly disagree with the comments. The 1st is determining how much they can which is where we get the letter from the KiwiSaver withdrawal. The 2nd I disagree with the comments. Solicitors complete this as funds are payable to the solicitor trust account and the solicitor has to sign off the kiwisaver withdrawal form so it is easier for them to do this rather than multiple people completing the form.
Katrina Shanks
46:18
Hi workbook is in the chatroom but also was in the email sent out to you
Andrew Rood
48:28
Would it be possible to email to me? andrew.rood@mikepero.co.nz
Nicki Kane
48:32
How do we determine and document the clients financial literacy? I'm comfortable that I can do this on a gut feel, but not sure how this could be explained in a document.
Robyn Edwards
01:04:00
If advising clients precise amounts of commission then also need to state that if they refinance within 27 months we get clawback so therefore are entitled to bill them for the loss of income. we cant control the client selling if someone comes and offers ridiculus amounts of money for their home.
Apa Fatialofa
01:04:18
If we are explaining to clients all the commissions we are paid or maybe paid and potential fees, then why are we not disclosing the clawbacks??
Financial Advice New Zealand
01:10:19
Hi Gary, sound is working on our end. Can everyone still hear Leigh and Katrina?
Steve Wymer
01:10:29
Yes
Dana Brown
01:10:30
yes
Trish Greenwood
01:10:38
yes
Ann Morrell
01:10:39
yup
Andrew Kay
01:10:41
yes
Kevin Aanensen
01:10:42
Yes
Douglas McKeown
01:10:48
yes
Financial Advice New Zealand
01:10:51
Thanks everyone
Stephen O'Connor
01:10:51
👍
Graeme Leigh
01:10:54
All good
John Makowem
01:13:19
Do we need to make disclosure to existing client's that have received disclosure under the old regime?
Carissa Fairbrother
01:13:46
thank you - have to go to a meeting.
Glenn Gilbert
01:16:23
Thank you.
Nicky Wadey
01:16:29
thanks all great session:)
Anita Cheung
01:16:29
thank you again
Ramesh Parmar
01:16:32
Thank you both- very informative
Nigel Elson
01:16:42
Thank you team :)
Emily TSAI
01:16:46
Thank you.
Chris Batisan
01:16:48
thank you