Information for advice professionals only.
Whilst not halving the dilemma, sharing and discussing ethical issues can go a long way to formulating an approach to deal with the issue. In this session we will start by looking at a range of ethical barriers that, if not identified, can stand in the way of sound ethical decision making. With the use of case studies, we will see that the sound of silence should be ignored in ethics.
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This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.
The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.