Ready, Set, Go - Practical knowledge for the new regime - Transitional Licensing - Shared screen with speaker view
Who can see your viewing activity?
Yes, I can hear clearly.
can hear Katrina, not sure about leigh
Morena from sunny Arrowtown
phil@accordbrokers for material
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.
Now you are just teasing me. You should be on holiday...
We have a great turn out..
where do we find the member guide?
The members guide is on the membership side of the website. Their is an area for the new regime.
jas can you send Theresa the info
Sorry Katrina, cannot find on site, any chance of having it emailed please?
Jas is currently resending. Have a look in your junk mail... apparently its defaulting there quite a lot. Thanks
Katrina and Leigh, Thanks for this webinar, very timely and informative
Tip - Clawbacks - take commission on a reduced upfront basis, higher trail
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
2nd Tip - for any commission, put a share or % aside to allow for this.
We can record digital meetings
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 ??
Thanks team :)
Thank you Katrina and Leigh.