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Investor Daily Live - Full disclosure: It pays to get it right


In this exclusive, Investor Daily webcast, partnered with Objective Corporation, a panel of industry experts will discuss why the pain of disclosure continues to trouble every compliant wealth management business.

The Hayne royal commission has triggered a significant increase in financial complaints as customers feel empowered to challenge advisers, insurers, banks and superannuation providers. More often than not, the issue can be traced back to an error in the product disclosure statement (PDS).



In this webcast, hosted by Investor Daily editor James Mitchell, our panel of experts will discuss:


  • Why financial complaints are on the rise;

  • The role of AFCA;

  • The new, emboldened Australian financial services customer;

  • How small mistakes in a PDS can lead to much bigger problems;

  • Companies that are investing in bulletproof compliance technology;

  • How to avoid common compliance mistakes; and

  • Why disclosure is at the heart of a compliant business.

Webcast details

Date: Thursday, 30 May 2019 Time: 11AM AEST Duration:60 minutes

Panelists:

Sarah Penn: CEO - Mayflower Consulting

Nikolas Kloufetos: Managing Director - Advice Compliance Support

Marty Carne: General counsel - Centrepoint Alliance

Moderator:

James Mitchell: Editor - Investor Daily

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