Information for advice professionals only.
Regulations, Education And Legislation. As we approach the mid point of 2024, this session will focus on the current regulatory environment facing financial advisers, from QAR to RITC and beyond. We will also focus on legislative changes that might impact client strategies.
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End of financial year strategies
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.
Getting it 100% right
Are we headed for better days?
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.