Promoting your Digital Solution via General Advice and/or Personal Advice

3 Aug. 2023

Other

David Court
Partner
Promoting your Digital Solution via General Advice and/or Personal Advice

Holley Nethercote Partner, David Court, and OpenInvest CEO, Andrew Varlamos talk through the regulatory issues that arise when financial advisers and accountants promote an online investment service to their client base. The webinar looks at the distinctions between factual information, general advice and personal advice, and applies those concepts to a number of case studies and examples of real-life promotional materials.

We have permission from OpenInvest to share this webinar on the HN Hub.

Non-Subscriber Price

Price: $125

GST: $12.50

$137.50 inc GST

CPD Details

1.0 hours

Categories:

  • Regulatory Compliance and Consumer Protection

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