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Sep 07
Monday
FANZ Connect Tour
Fable Hotel, Dunedin
Sep 08
Tuesday
FANZ Connect Tour
Riccarton Park Raceway, The Show Gate
Sep 09
Wednesday
IFSO Scheme Insurers' Conference
JW Marriott, Auckland
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Weekly wrap
This is great news indeed, well done AIA. I hope you were able to solve the tax treatment which plagued this cornerstone product.
Fei , trustees still hold large of money not yet refund fully.
There is no doubt the obligation is on the insurer who the contract is with. Clearly it would be prudent for an adviser to assist once given clear information by an insurer to assist with the communication but to extend this further. For an insurer to attempt to slide this onto an advisers plate is abdication. The adviser can not change the contract.