«Back to Event Calendar

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: IFSO
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
Karen Stevens
Insurance & Financial Services Ombudsman
Karen is a barrister and qualified arbitrator and mediator. With a background in civil litigation and alternative dispute resolution, she was appointed Insurance & Financial Services Ombudsman, in May 1998. Karen has a Master of Laws degree from La Trobe University.

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.