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IFSO: Learning lessons from complaints about financial advisers and insurance brokers (11 Oct 2017)

Event Type: Online-Live
When: 11 Oct 2017
Time: 11.00 am
Venue: Online
Location: Online
Provider: IFA
Contact: Andrew Gunn
Practitioner Member Fee: $29.00
Associate Member Fee: $29.00
Affiliate Member Fee: $29.00
Non-Member Fee: $29.00
CPD Credits: 1 CPD Credit
Virginia Douglas
Business Development Manager
Insurance & Financial Services Ombudsman Scheme Inc

Using real complaints as case studies, we will look at the common issues clients tell the IFSO Scheme they have with their financial adviser or insurance broker and how these issues could have been avoided.

We will discuss the most common problems, including:

• Non-disclosure
• Administration issues
• Problems with advice.

Fee: $29.00 GST inclusive. Group bookings - $90.00 GST inclusive – for groups of 5 to ten people at one location.
Please email: info@ifa.org.nz to register a group.