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
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