Adviser Event: Managed Funds Applications Masterclass

Adviser Event: Managed Funds Applications Masterclass

By Generate KiwiSaver
Online event

Overview

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

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.

Category: Business, Finance

Good to know

Highlights

  • 1 hour
  • Online

Location

Online event

Organized by

Generate KiwiSaver

Followers

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Events

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Hosting

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Free
Nov 17 · 1:00 PM PST