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Overview


Complaints About Brokers - learning from complaints about other brokers

2016-138
CPD Points: 1.00
Duration: 1 hr
$88.70 +GST Retail
$73.91 +GST Learning Partner
Registration Closed

Event Detail

Whilst there are very few complaints about Financial Advices investigated by the IFSO Scheme, these few complaints can assist all brokers to improve their businesses and avoid any similar issues in the future.

Using real complaints as case studies, we will look at the common issues clients tell the ISO Scheme they have with their broker and how these issues could have been avoided. 

We will discuss the most common problems, including:

  • The role of the broker
  • Application forms and non-disclosure
  • Scope of advice

 

 

All Coming Instances

10:00a.m. - 11:00a.m., Mon, 05 Sep 2016
Registrations Close: 02 September 2016
Class Limit: 40
Presenter: Virginia Douglas
Venue:
Online:
Registration Closed
 

Terms and Conditions

Discounts are available for group bookings. Please enquire.

The running of this workshop is subject to minimum attendees.

No refund will be given if you choose not to attend within 7 days of the event.

Full terms and conditions are available here
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