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Ready, Set, Go - Practical knowledge for the new regime - Transitional Licensing - Shared screen with speaker view
Jonathan Watts
32:41
yes
Korinne Ellis
32:42
yes!
Stephen Horn
32:43
yes
Building Basics
32:44
yes
alastair gaudin
32:48
yes
Emily TSAI
32:48
Yes, I can hear clearly.
Karen Miller
32:50
all good
Robyn Edwards
32:53
yes
Vanessa Belton
32:54
can hear Katrina, not sure about leigh
Sarah Bloxham
32:55
can hear
Stephen O'Connor
34:45
Morena from sunny Arrowtown
Deb Carter
35:11
deb@assurancebydesign.co.nz
Phil Sowman
35:43
phil@accordbrokers for material
Nigel Kerr
36:32
nigel.kerr@milestone.co.nz
Martin Jago
37:39
martin@fusioninvesting.co.nz
Matthew Prockter
38:14
Matthew.prockter@openly.nz
Katrina Shanks
39:24
Hi. Most probably not the slides as the material sent is a much better reference as it has more detail which will be easier to follow.
Katrina Shanks
40:38
Now you are just teasing me. You should be on holiday...
Katrina Shanks
41:52
We have a great turn out..
Shai Patel
47:40
where do we find the member guide?
Katrina Shanks
49:38
The members guide is on the membership side of the website. Their is an area for the new regime.
Katrina Shanks
51:44
jas can you send Theresa the info
Shai Patel
55:57
Sorry Katrina, cannot find on site, any chance of having it emailed please?
Katrina Shanks
57:02
Jas is currently resending. Have a look in your junk mail... apparently its defaulting there quite a lot. Thanks
Paul Michaelsen
01:15:27
Katrina and Leigh, Thanks for this webinar, very timely and informative
Geoff Peterson
01:19:26
Tip - Clawbacks - take commission on a reduced upfront basis, higher trail
Paul Carrick
01:19:49
there is very little about advisers ability to disengage from the clients , where the adviser feels that they can no longer be willing to be the adviser (and not because of legal issues) I would be interested to know what rights advisers have to do this, and also formally notify the client and/or the third party provider
Geoff Peterson
01:20:21
2nd Tip - for any commission, put a share or % aside to allow for this.
Sumita Paul
01:20:42
We can record digital meetings
Glenys Wilson
01:20:49
this is probably outside of this forum but what would be your minimum recommended requirement for Nom Reps under the new regime ? Nat Cert Level 5 as a minimum requirement and then the FAP setting controls and processes after that ??
Stephen O'Connor
01:27:51
👍
Sarah Robinson
01:28:19
Thanks team :)
Lany Liang
01:28:25
Thank you Katrina and Leigh.
Emily TSAI
01:28:29
Thank you!!
alastair gaudin
01:28:40
thank you