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ONLINE LIBRARY - Sorting out Disclosure! - new disclosure processes and templates.(13 June 2016)

Event Type: Online-Library
When: 21 Jun - 31 Dec 2017
Venue: Online
Location: (Recording date: 13 June 2016)
Provider: IFA
Contact:
Practitioner Member Fee: $29.00
Associate Member Fee: $29.00
Affiliate Member Fee: $29.00
Non-Member Fee: $29.00
CPD Credits: 1 Structured Hour
Description:  
ONLINE LIBRARY: Sorting out Disclosure! - new disclosure processes and templates (Recording date: 13 June 2016)

(PLEASE NOTE: WE WILL BE SENDING YOU A LINK TO THE RECORDED VIDEO. THIS IS NOT A LIVE WEBINAR)

The IFA have developed with Barry Read of IDS new disclosure templates that make it easier for you and your client to understand these key documents.

In this webinar Barry will walk you through the template resources and worked out examples of both Primary and Secondary Disclosures – and importantly the new \\\\\\\'About Us\\\\\\\' document.

This webinar will discuss the implication of the upcoming changes to Code Standard 8 of the Code of Professional Conduct for AFAs and discuss how to \\\\\\\"take reasonable steps\\\\\\\" to ensure personalised service is suitable for the client having regard to the agreed nature and scope.

Don’t miss this opportunity to review and improve your client interactions – and make it easier to remain fully compliant.

Individual booking - $29.00 GST inclusive.