Information for advice professionals only.
The answer to this session is absolutely yes and no! When it comes to ethical dilemmas, the answer is rarely black and white. But a good understanding of ethical issues and how to approach them can ensure they are managed and don’t stand in the way of you delivering quality advice outcomes to your clients. In this session, we will consider a range of ethical case studies to see how they could be managed, as well as explore ethical considerations that are currently facing the advice profession.
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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.