Allan Duff

Regulations shape the changing role of intermediaries in 2011 ………….. “Intermediaries need to continue honing their skills, understand their client’s needs and offer a range of innovative and cost effective products backed up by good service. There is nothing new in this but it is these basics that underline the value of the insurance intermediary. . . . → Read More: Regulations shape the changing role of intermediaries in 2011

PUBLISHED 2010/10/21

By Evan Pickworth

The Financial Services Board (FSB) is toughening up on conflicts of interest in the financial services industry, but sometimes with impractical consequences, according to attorneys Bowman Gilfillan.

Speaking during an investment management seminar on Tuesday, Anthony Colegrave from Bowman Gilfillan said that the definition of conflict . . . → Read More: FSB toughens up on conflicts of interest

Legislation demands I introduce myself with the following, which I am pleased so to do. This includes contact details, experience, education & an explanation of my income, & requirements demanded by law before I may advise or assist you with your estate planning and other financial advice. As a client you have the right . . . → Read More: Disclosure letter from Allan P. Duff