AdviserVoiceCPD webinar: Advice Agreements - The new regime - AdviserVoice https://www.adviservoice.com.au/event/cpd-webinar-advice-agreements-the-new-regime/ Financial planner information & financial planner education/CPD - AdviserVoice Mon, 31 Aug 2026 21:30:08 +0000 en-US hourly 1 https://wordpress.org/?v=7.1 CPD webinar: Advice Agreements – The new regime https://www.adviservoice.com.au/event/cpd-webinar-advice-agreements-the-new-regime/ https://www.adviservoice.com.au/event/cpd-webinar-advice-agreements-the-new-regime/#respond Thu, 15 Jul 2021 02:30:00 +0000 https://adviservoice.com.au/?post_type=tribe_events&p=75402 This thought leadership session features an expert panel to add clarity and context to the new disclosure regime applicable from 1 July. Hear from Ben Marshan CFP® (FPA), Nadia Docker (Kinetic Compliance), Belinda Barclay (Oreana), Jenny Brown (JBS Wealth) and Jarrad Gray (Worksorted) about what you need to know to understand and comply with the new requirements. Hosted by Brad Fox (Smart Brave Consulting).

Key insights include:

  • What are the new rules? Clarity, comparison and contrast to current rules?
  • What is the ‘client perspective’ and how can we use AA’s to improve the client experience?
  • What will be the most important things to track/manage/monitor
  • How does/would a firm transition safely over to this regime? What does that look like?
  • How does the client consent work in with service agreements and is there an update to this uniform/generic consent form for platforms/trustees?
  • What are the solutions? Who is providing tools or tech to support the above?

Register for the event.

]]> This thought leadership session features an expert panel to add clarity and context to the new disclosure regime applicable from 1 July. Hear from Ben Marshan CFP® (FPA), Nadia Docker (Kinetic Compliance), Belinda Barclay (Oreana), Jenny Brown (JBS Wealth) and Jarrad Gray (Worksorted) about what you need to know to understand and comply with the new requirements. Hosted by Brad Fox (Smart Brave Consulting).

Key insights include:

  • What are the new rules? Clarity, comparison and contrast to current rules?
  • What is the ‘client perspective’ and how can we use AA’s to improve the client experience?
  • What will be the most important things to track/manage/monitor
  • How does/would a firm transition safely over to this regime? What does that look like?
  • How does the client consent work in with service agreements and is there an update to this uniform/generic consent form for platforms/trustees?
  • What are the solutions? Who is providing tools or tech to support the above?

Register for the event.

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