Complaints clients make about brokers - learning from recent complaints to the ISO Scheme

CPD Points: 1.00
Duration: 1 hr
$114.78 +GST Retail
$95.65 +GST Learning Partner
Registration Closed

Event Detail

Every year more than 3000 customers of financial service providers call the ISO Scheme to complain about their financial service provider. Many of these issues could have been avoided. This presentation identifies the common issues clients tell the ISO Scheme they have with their broker and how these issues could have been avoided. Using real examples from complaints and complaint enquiries to the Insurance & Savings Ombudsman Scheme, this workshop will discuss the most common problems, including:

  • lack of information at the point of sale;
  • confusion over product terms;
  • declined claims;
  • the role of the adviser; and
  • poor complaint handling.

All Coming Instances

09:30AM - 10:30AM, Thu, 13 Nov 2014
Registrations Close: 12 November 2014
Class Limit: 20
Venue: Professional IQ/IBANZ Offices
Level 5
280 Queen Street
New Zealand

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Registration Closed

Terms and Conditions

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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