Discussing a range of scenarios, this webinar will explore what it means to put the clients’ interests first when any given circumstances mean this is potentially difficult.

You will discuss strategies for mitigating the risks in these situations.  Be prepared to share your own experiences and ask questions as we discuss a variety of situations where you will be challenged to put your clients’ interests first.

Karen will share her experience at IFSO and some of the conflicts faced by advisers seen in complaints resolved by the IFSO Scheme.

About the Presenter:  Karen Stevens, Ombudsman IFSO

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.

CPD:  One hour Structured       Area: Ethics 

How to Register
Financial Advice NZ Members - FREE           - please sign on below and continue to purchase order (zero dollars)
IFSO Members - FREE                                   - please email [email protected] to register with your IFSO membership number
Non-Members (Fin Advice NZ or IFSO) $39inc GST  - please email [email protected] to register and we will invoice you.