Property Advice Compliance for
Tuesday, 27th August, 2019
12:00pm – 2:00pm
What the Webinar will cover
How to advise on the direct property asset class in a compliant manner
- Direct Property Asset Class
- Ethics and Compliance Acting in the Clients Best Interest
- Separation of Roles Financial Planner vs. Property Adviser
- Asset Selection The Role of a True Property Adviser
Why should you consider the asset class for your practice?
- Why should you consider the Direct Property Asset Class for your practice?
- Why should you consider the Direct Property Asset Class for your clients?
- Assessing the client, Can they and Should They?