Expert panel to debate PI

professional indemnity insurance financial planning practices financial ombudsman service financial planning industry financial planning insurance ASIC australian securities and investments commission financial advisers money management

12 September 2013
| By Staff |
image
image
expand image

With sourcing professional indemnity insurance front and centre as an issue for financial planning practices, Money Management together with its sister publication, Lawyers Weekly, has convened a forum in which the major players can discuss the issues.

The breakfast forum, to be held in Sydney on 26 September, will bring together the Australian Securities and Investments Commission (ASIC), the Financial Ombudsman Service (FOS), the PI insurers, legal experts and dealer group heads to discuss the challenges currently confronting the industry.

The key issues to be discussed include:

  • Who is responsible for the advice of failed dealer groups?
  • Should financial advisers be responsible for advice regarding product failures?
  • The future viability of professional indemnity insurers for the financial planning industry.
  • How to get a better outcome from the FOS process.
  • The implication for both the insurance and financial services profession.

Our experienced panel of business leaders will then debate the key issues and engage the audience in proposing solutions and envisaging what the industry might be like over the next three years.

This promises to be an enlightening and highly engaging forum where you will hear about the latest developments in this space.

Click here for more information or to register.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 days 15 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 week ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 5 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

3 weeks ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

6 days 18 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

5 days 21 hours ago