Adviser Event: Managed Funds Applications Masterclass

Adviser Event: Managed Funds Applications Masterclass

By Generate KiwiSaver

Join our masterclass to deepen your knowledge of the managed fund applications process and boost your confidence with expert insights.

Date and time

Location

Online

Good to know

Highlights

  • 1 hour
  • Online

About this event

Join us for an engaging and practical masterclass designed to help advisers gain a deeper understanding of the managed fund applications process. Learn the key requirements to ensure applications move smoothly, how to fund accounts efficiently, and how to make the process as seamless as possible for your clients.

Whether you're new to managed fund applications or looking to refine your approach, this session will equip you with the insights and tools to reduce friction, avoid common pitfalls, and deliver a better experience for your clients.

Organized by

Free
Sep 3 · 3:00 PM PDT