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Events Diary

Get in Shape 2020

11 February 2020

Book now for the Get in Shape Advice Summit in February 2020 bought to you by the Financial Markets Authority, MBIE, Financial Advice New Zealand and the Financial Services Council.

New for 2020 is an optional Masterclass - Unlocking the Code: Adding value for your clients and building trust in you, their adviser.

  • Wellington, Tuesday 11 February 2020, 7.15am-12pm  (+Masterclass until 2.30pm)

 

This fantastic event will help you prepare your business for the new financial advice regime:

  • Hear representatives from MBIE, the FMA and the Code Working Group answer questions about what businesses need to do to comply with the new requirements
  • Hear from financial advisers about how they have adapted their businesses to prepare for the new requirements
  • Hear from leading NZ economists about the outlook for 2020.

 

Fees to attend are as a follows:

  • ADVICE SUMMIT $65 (inc GST and all refreshments)
  • ADVICE SUMMIT PLUS MASTERCLASS $95 (inc GST and all refreshments)

All profits made from these sessions will be donated to charity.

Register today at getinshape.nz

 

Event location
Wellington Members Gallery Westpac Stadium 105 Waterloo Quay Pipitea, Wellington 6140
Event date/time
Tuesday 11 February 2020 7.15am-12pm (+Masterclass until 2.30pm) Arrival from 7:15am, welcome at 8:00am, advice summit close midday followed by Masterclass from 12.30pm until 2.30pm
Event contact information

With over 900 registered for the 2020 Advice Summits and registrations closing soon, there are just a few days left to register for the events in Wellington, Auckland, Christchurch and Dunedin.

The summits hosted by the Financial Services Council, Financial Advice New Zealand, the Financial Markets Authority and MBIE next month are set to be the best yet with more sessions, a masterclass and a bigger marketplace of suppliers to offer help and support.

They are designed to provide insight, advice and information to every financial adviser the length and breadth of New Zealand, no matter their speciality, in preparation for the implementation of the new Financial Advice Regime on 29 June 2020.

Richard Klipin, CEO of the Financial Services Council, said, “The response to Get In Shape has been amazing and demonstrates the strength and will of our community to work together and deliver the best outcomes for consumers.

“It’s great to have the Minister with us again in 2020 and it is a fantastic opportunity for the industry to hear first-hand from the Minister about the Government’s programme of reform for the sector” he continued.

Highlights of the Get In Shape Advice Summits 2020

With transitional licensing now open, the 2020 program will focus on the practical implementation with advice from the teams who have set and regulate the legislation to advisers already on the journey, masterclass experts and marketplace specialists. The tools are in place at the summits to support New Zealand financial advisers get ready for the changes. The programme this year includes:

  • Summit series: hear an update from Minister Faafoi;
  • Session one: a panel Q&A session with those that set and regulate the legislation;
  • Session two: the opportunity to hear from local advisers and peers about how they are preparing for the changes;
  • Session three: challenge us to think further than the day to day, with a view to the future and how we can prepare ourselves and those we advise;
  • Masterclass: provide a lens to view your obligations as a financial adviser and take a practical approach to embed changes in advice processes;
  • Marketplace: with Companies Office, the FMA, IT suppliers, consultants, life insurers and many more, you will have access to help you Get In Shape for 29 June 2020.

“With government, regulators, peers, marketplace stallholders and masterclass presenters, seeing so many take the time out to help the advice community through the changes is outstanding”, concluded Mr Klipin.

The February 2020 Get In Shape Advice Summits will be held in Auckland, Christchurch, Wellington and Dunedin. More information is available at www.getinshape.nz. Registrations close on 31 January 2020.

   Download this event in iCalendar format (for Outlook, iCal, etc)

See all events during February 2020 »

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AIA 4.55 2.55 2.69 2.79
ANZ 4.44 3.15 3.25 3.39
ANZ Special - 2.55 2.69 2.79
ASB Bank 4.45 2.55 2.69 2.79
Bluestone 3.49 3.49 3.49 3.49
BNZ - Classic - 2.55 2.69 2.79
BNZ - Mortgage One 5.15 - - -
BNZ - Rapid Repay 4.60 - - -
BNZ - Std, FlyBuys 4.55 3.15 3.29 3.39
BNZ - TotalMoney 4.55 - - -
CFML Loans 5.50 - - -
Lender Flt 1yr 2yr 3yr
China Construction Bank 4.49 4.70 4.80 4.95
China Construction Bank Special - 2.65 2.65 2.80
Credit Union Auckland 5.45 - - -
Credit Union Baywide 5.65 3.95 3.85 -
Credit Union South 5.65 3.95 3.85 -
First Credit Union Special 5.85 3.35 3.85 -
Heartland 3.95 2.89 2.97 3.39
Heartland Bank - Online - - - -
Heretaunga Building Society 4.99 3.85 3.95 -
HSBC Premier 4.49 2.45 2.60 2.65
HSBC Premier LVR > 80% - - - -
Lender Flt 1yr 2yr 3yr
HSBC Special - - - -
ICBC 3.69 2.55 2.65 2.79
Kainga Ora 4.43 ▼2.93 ▼3.07 ▼3.24
Kiwibank 3.40 3.30 3.54 3.54
Kiwibank - Offset 3.40 - - -
Kiwibank Special 3.40 2.55 2.79 2.79
Liberty 5.69 - - -
Nelson Building Society 4.95 3.45 3.49 -
Pepper Essential 4.79 - - -
Resimac 3.39 ▼3.35 2.99 3.35
SBS Bank 4.54 3.05 3.19 3.25
Lender Flt 1yr 2yr 3yr
SBS Bank Special - 2.55 2.69 2.75
The Co-operative Bank - Owner Occ 4.40 2.55 2.69 2.79
The Co-operative Bank - Standard 4.40 3.05 3.19 3.29
TSB Bank 5.34 3.35 3.49 3.79
TSB Special 4.54 2.55 2.69 2.99
Wairarapa Building Society 4.99 ▼3.55 ▼3.49 -
Westpac 4.59 4.15 4.09 4.49
Westpac - Offset 4.59 - - -
Westpac Special - 2.55 2.69 2.79
Median 4.55 3.05 3.13 3.12

Last updated: 14 August 2020 1:06pm

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