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Bring in the Experts: Taking care of your clients when you can't - how to include a locum adviser agreement in your BCP
You’re a solo adviser running your own Licensed FAP. Let’s talk about why is having a locum adviser agreement is a good strategy.

How does a locum adviser fit in with your plans to continue to service your clients in the event that you are not available?

It could be a long holiday or an unexpected event that requires someone else to step in and look after your business when you cannot. Planning for this type of event is key to being able to continually meet your FAP licence conditions.

We will uncover what you need to consider, what to arrange and how we can help you meet your obligations and look after your clients in your absence from your business.

Your Business Continuity Plan should refer to this plan with all the details required to activate this arrangement.

This is a not to be missed webinar which will also have some tools which you can implement in your business.

Oct 13, 2021 10:00 AM in Auckland, Wellington

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Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Financial Advice New Zealand.