Blog.
CANCELLATION BY PREMIUM FUNDER.
20 Mar 2014
Can a broker ever cancel a policy on the instructions of a premium funder?
Yes. But only when the premium funding agreement gives the funder the right to cancel the insurance, e.g. when the insured fails to repay the funder. The funder can require the broker to give notice of cancellation o ..
MORE USEFUL TIPS FOR WEB ADVERTISING.
18 Mar 2014
Our third blog on web advertising and social media looks at more traps for financial services websites and advertising.
Ratings
Ratings information about financial institutions, investment managers or insurers can present a very compelling picture of financial strength and performance ..
COLLECTING PERSONAL INFORMATION.
13 Mar 2014
From 12 March 2014, when the new Privacy laws started, your Privacy Collection Statements need to meet more stringent requirements – here’s what they are.
Different rules apply depending on whether you collect personal information from the individual concerned or a third party.
Individua ..
TREKKING TO RESTORE SIGHT.
10 Mar 2014
We’re so proud of Charmian for completing the 50km Coastrek (http://www.coastrek.com.au/event-day/results/) from Palm Beach to Balmoral on 28th Feb 2014 in the pouring rain to support the Fred Hollows Foundation.
A few words from our survivor….
The Foundation is an amazing orga ..
GENERAL ADVICE - ARE YOU TEMPTED?
07 Mar 2014
Contrary to the shrieks of protest being heard in the mainstream press, the proposed removal of the ban on conflicted remuneration for general advice won’t spell an end to full advice relationships.
But it will provide new opportunities for financial advice businesses to offer more cost eff ..
READY, STEADY, DIRECT.
03 Mar 2014
From 12 March 2014, the Privacy laws have been “upgraded”. Here’s what you need to do to comply if you use personal information for direct marketing.
Different requirements apply to people who have:
Intentionally provided their contact details to you and expect you to market to them – we’ ..
THE CREDIT HISTORY TRAP.
25 Feb 2014
Finance advisers could well see an influx of new business once the credit reporting agencies begin collecting information about repayment history.
From 12 March 2014, credit providers will be able to give credit reporting bodies information about whether consumers have repaid any type of con ..
PRIVACY POLICY COMPLIANCE.
24 Feb 2014
From 12 March 2014 when the extended and enhanced privacy law takes effect, your Privacy Policy will need some additional content and must be readily available to clients.
Here’s our 3 step guide to privacy policy compliance.
Step 1
Review and update your privacy policy to ensure t ..
WEB ADVERTISING TIPS.
20 Feb 2014
Our second blog in our web advertising and social media series looks at restricted terms, electronic delivery of disclosure documents and advertising warnings for retail clients.
Restricted terms
Independent - Brokers and advisers who accept commissions or other remuneration and benefi ..
IMMINENT PRIVACY CHANGES.
19 Feb 2014
FOFA, check. New Code, check. ... In the rush to implement other regulatory developments, you might have overlooked the changes to the privacy laws. Here’s a quick guide to reviewing your privacy compliance measures to ensure they comply before the 12 March 2014 deadline.
The new Australian ..