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PRODID:-//Tarawera Publishing//NONSGML kigkonsult.se iCalcreator 2.8//
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UID:event-2867
DTSTAMP:20160906T000000Z
DESCRIPTION:PLEASE REGISTER FOR THE DAY BUT ONLY ATTEND THE SESSIONS MOST A
 PPROPRIATE 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: Mort
 gage Advisers Best Practice: It&#39\;s about client first\, not compliance
  A session focussing on the best practice advice process specific to mortg
 age advisers and documenting your advice. This session aims to identify yo
 ur actual obligations and help you put in place streamlined\, clear docume
 ntation to evidence how you have met your obligations - and put the intere
 sts of your client first 9.15-10.00am Session 2: Professional Indemnity Mo
 re coming soon... 10.00-10.15am Session 3: PAA Professional Indemnity Sche
 me 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 adv
 iser has a duty of care to put the interests of their client first. As a r
 isk adviser be aware of the advantages and costs of direct-sourced Insuran
 ce vs Adviser channel product. As a mortgage adviser you are placing your 
 client in a position of increased debt &ndash\; with related issues this b
 rings &ndash\; be aware of the options. 11.30-12.15pm Session 5: All Advis
 ers Ethics and Compliance - Angi Mann &amp\; Andrew Gunn Case studies on c
 omplex ethical considerations and the latest thinking on meaningful disclo
 sure. 12.15pm-1.00pm Session 6: KiwiSaver KiwiSaver as an opportunity for 
 advisers &ndash\; 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 Pla
 nning - court cases and implications for advisers &ndash\; by Perpetual Gu
 ardian 2.45-3.30pm Session 8: Financial Planners &amp\; Investment Adviser
 s A second look at ETF&rsquo\;s - benefits and use of the ETF in modern po
 rtfolios &ndash\; by Dean Anderson NZX (*There will a food and beverage ch
 arge of $30 including GST for attendees who register and do not attend\, a
 nd do not advise us of their cancellation or non-attendance.)\n
DTSTART:20160906T000000Z
DTEND:20160906T000000Z
LOCATION:The Masonic Hotel\, Hawkes Bay
SUMMARY:PAA/IFA Napier Road Show
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