Bring in the Experts Webinar Series - Financial Advice New Zealand

30 November 2022

Do you have a complaint to resolve and when would you pay compensation to a client?

This week we consider the decisions and process that you might go through when there is a complaint that you cannot resolve amicably and how to manage the outcome.

While keeping in mind good client outcomes, we also have the ethical conversation with ourselves about what is the ‘right thing’ to do when you hit a crossroads and need to settle a complaint. Sometimes that is financial compensation.

We may not always agree with the outcome but there’s a point at where we need to move on professionally.

Hear from our expert panel as we discuss recent cases and examples of decisions made.

Join us to learn more on our last webinar for 2022.

Panel Joining us

Susan Taylor – Financial Ombudsman and Chief Executive Officer – FSCL
Rupert Gough – -Industry expert
Michaela Hunter – Senior Manager, Governance, Conduct and Quality – Fidelity Life
Jane Arnott – The Ethics Conversation

How do I join the webinar series? Zoom Link– simply click on the link to register for the series

Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.

What is the cost? Free for Financial Advice Members and $50+gst for non-members.

CPD

CPD will automatically be applied to member’s accounts within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page.

Event location

Webinar

Event date/time

30 November, 10am

Event contact information

https://financialadvice.nz/bring-in-the-experts-webinar-series/

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