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ASFA Learning (RTO ID 90755) is a leading provider of superannuation courses and learning solutions.

Anti-hawking provisions: what will and won’t fly?

Virtual workshops:

To be confirmed

About

Restrictions on the unsolicited selling of financial products are set to go-live in early October and many organisations are finalising arrangements to meet compliance. While the principles of anti-hawking are broadly acknowledged as central to good conduct, the requirements themselves can be challenging to operationalise. Are you clear about the distinctions?

Facilitated by Rosalyn Teskey, Partner, and Georgia Amery, Senior Manager, from Deloitte’s Governance, Regulation and Conduct practice, this timely and important workshop will provide an overview of the background and context of the anti-hawking provisions and the key requirements contained within, as well as conduct a scenario-based exercise to test where the line is drawn – what will and won’t fly?

Key topics to be discussed include:

  • Background and context of the anti-hawking provisions
  • Products and clients captured by the anti-hawking provisions
  • Overview of the key requirements under the anti-hawking provisions
  • Scenario-based exercise to test what does and does not comply with the anti-hawking provisions

Who should attend?

  • Trustees and directors
  • CEOs, and senior management staff
  • Governance
  • Compliance and risk professionals
  • Contact centre managers
  • Service providers
  • those who support the board/trustee function.

Presenters

Rosalyn Teskey

Rosalyn Teskey

 

Georgia Amery

Georgia Amery

 

How you’ll learn

One-hour online virtual workshop

ASFA’s virtual workshops are a live and interactive learning experience. Participants can engage with industry-leading presenters who are experts in their field, together with their peers, just like they would at an ASFA face to face workshop. It is a unique opportunity to workshop ideas and concepts in a collaborative online environment facilitated by experts.

Virtual workshops are limited to 30 participants to allow for discussion, and to ensure that participants have ample opportunity to ask presenters questions..

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Upcoming virtual workshops

To be confirmed

Price (inc GST)

Member: $195
Non-member: $250

CPD Points

One Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.

Enquiries

For all enquiries, contact ASFA Learning.

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