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With changes comes opportunity!

With changes comes opportunity!

As of March 16, 2023, the transitional licensing period for Financial Advice Providers (FAPs) to obtain a full licence has ended in New Zealand. Every adviser is to have obtained their New Zealand Certificate in Financial Services (Level 5) version 2 by this date. The...
Let’s talk about the Conduct of Financial Institution’s legislation, or for those in the Financial Services sector, CoFI

Let’s talk about the Conduct of Financial Institution’s legislation, or for those in the Financial Services sector, CoFI

By now, everyone associated with the financial services industry will have heard of the Conduct of Financial Institution legislation. This legislation is also known as CoFI. You’ll likely have seen various articles about it doing the rounds on LinkedIn....