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Events Diary

PAA/IFA Christchurch Road Show

15 September 2016

PLEASE REGISTER FOR THE DAY BUT ONLY ATTEND THE SESSIONS MOST APPROPRIATE TO YOU. Up to 5 CPD points available. Registration on arrival (Please turn up 20 minutes before your session) 8.30-9.15am Session 1: Mortgage Advisers Best Practice: It's about client first, not compliance A session focussing on the best practice advice process specific to mortgage advisers and documenting your advice. This session aims to identify your actual obligations and help you put in place streamlined, clear documentation to evidence how you have met your obligations - and put the interests of your client first 9.15-10.00am Session 2: Professional Indemnity More coming soon... 10.00-10.15am Session 3: PAA Professional Indemnity Scheme More coming soon... 10.15-10.30am Morning Tea 10.30-11.30am Session 4: Risk Advisers Take a look under the hood - Alan Rafe QP Research Every adviser has a duty of care to put the interests of their client first. As a risk adviser be aware of the advantages and costs of direct-sourced Insurance vs Adviser channel product. As a mortgage adviser you are placing your client in a position of increased debt – with related issues this brings – be aware of the options. 11.30-12.15pm Session 5: All Advisers Ethics and Compliance - Angi Mann & Andrew Gunn Case studies on complex ethical considerations and the latest thinking on meaningful disclosure. 12.15pm-1.00pm Session 6: KiwiSaver KiwiSaver as an opportunity for advisers – by Ryan Edwards, Generate KiwiSaver 1.00-1.45pm Lunch* 1.45-2.45pm Session 7: All advisers What you need to know about Estate Planning - court cases and implications for advisers – by Perpetual Guardian 2.45-3.30pm Session 8: Financial Planners & Investment Advisers A second look at ETF’s - benefits and use of the ETF in modern portfolios – by Dean Anderson NZX (*There will a food and beverage charge of $30 including GST for attendees who register and do not attend, and do not advise us of their cancellation or non-attendance.)

Event location
Commodore Hotel
Event date/time
8:30 AM-3:30 PM
Event contact information

jodie.gotts@paa.co.nz

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Lender Flt 1yr 2yr 3yr
AIA - Back My Build 6.19 - - -
AIA - Go Home Loans 8.74 7.24 6.79 6.65
ANZ 8.64 7.84 7.39 7.25
ANZ Blueprint to Build 7.39 - - -
ANZ Good Energy - - - 1.00
ANZ Special - 7.24 6.79 6.65
ASB Bank 8.64 7.24 6.79 6.65
ASB Better Homes Top Up - - - 1.00
Avanti Finance 9.15 - - -
Basecorp Finance 9.60 - - -
Bluestone 9.24 - - -
Lender Flt 1yr 2yr 3yr
BNZ - Classic - 7.24 6.79 6.65
BNZ - Green Home Loan top-ups - - - 1.00
BNZ - Mortgage One 8.69 - - -
BNZ - Rapid Repay 8.69 - - -
BNZ - Std, FlyBuys 8.69 7.84 7.39 7.25
BNZ - TotalMoney 8.69 - - -
CFML Loans 9.45 - - -
China Construction Bank - 7.09 6.75 6.49
China Construction Bank Special - - - -
Co-operative Bank - First Home Special - 7.04 - -
Co-operative Bank - Owner Occ 8.40 7.24 6.79 6.65
Lender Flt 1yr 2yr 3yr
Co-operative Bank - Standard 8.40 7.74 7.29 7.15
Credit Union Auckland 7.70 - - -
First Credit Union Special - 7.45 7.35 -
First Credit Union Standard 8.50 7.99 7.85 -
Heartland Bank - Online 7.99 6.69 6.45 6.19
Heartland Bank - Reverse Mortgage - - - -
Heretaunga Building Society 8.90 7.60 7.40 -
HSBC Premier 8.59 - - -
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
ICBC 7.85 7.05 6.75 6.59
Lender Flt 1yr 2yr 3yr
Kainga Ora 8.64 7.79 7.39 7.25
Kainga Ora - First Home Buyer Special - - - -
Kiwibank 8.50 8.25 7.79 7.55
Kiwibank - Offset 8.50 - - -
Kiwibank Special - 7.25 6.79 6.65
Liberty 8.59 8.69 8.79 8.94
Nelson Building Society 9.00 7.75 7.35 -
Pepper Money Advantage 10.49 - - -
Pepper Money Easy 8.69 - - -
Pepper Money Essential 8.29 - - -
Resimac - LVR < 80% 8.84 ▼8.09 ▼7.59 ▼7.29
Lender Flt 1yr 2yr 3yr
Resimac - LVR < 90% 9.84 ▼9.09 ▼8.59 ▼8.29
Resimac - Specialist Clear (Alt Doc) - - 8.99 -
Resimac - Specialist Clear (Full Doc) - - 9.49 -
SBS Bank 8.74 7.84 7.45 7.25
SBS Bank Special - 7.24 6.85 6.65
SBS Construction lending for FHB - - - -
SBS FirstHome Combo 6.19 6.74 - -
SBS FirstHome Combo - - - -
SBS Unwind reverse equity 9.95 - - -
Select Home Loans 9.24 - - -
TSB Bank 9.44 8.04 7.55 7.45
Lender Flt 1yr 2yr 3yr
TSB Special 8.64 7.24 6.75 6.65
Unity 8.64 6.99 6.79 -
Unity First Home Buyer special - - 6.45 -
Wairarapa Building Society 8.60 6.95 6.85 -
Westpac 8.64 7.89 7.49 7.25
Westpac Choices Everyday 8.74 - - -
Westpac Offset 8.64 - - -
Westpac Special - 7.29 6.89 6.65
Median 8.64 7.29 7.32 6.65

Last updated: 28 March 2024 9:42am

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