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Resources

Below are some of the most popular Strategi publications and resources related to compliance, best practice, training and continuous professional development across the financial services and professional services sector.

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Guidance note: Government housing policy changes 2021

Guidance notes
Strategi has produced a new guidance note titled Government Housing Policy Changes 2021 summarising the latest changes in this sector. FAPs and advisers can download this helpful note to use as part of internal training, or to use extracts in information sheets and advice templates. Radar also has a module on these key changes available which should be included as part of advisers’ professional development plans.
Published: April 6, 2021
Guidance notes, Training
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Guidance Note: Handling vulnerable clients fairly

Guidance notes
This Guidance Note was first published in January 2021 and was updated in September 2021 to reflect further guidance from the Financial Markets Authority.
Published: September 15, 2021
Best practice, Guidance notes, Professional development
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Guidance Note: Handy tips for correct use of KiwiSaver word and logo

Guidance notes
Strategi’s compliance reviews reveal many advisory businesses use the word KiwiSaver, or the logo KiwiSaver, either on their website or in their promotional material. Many of those businesses do not realise they require approval for using the intellectual property of Inland Revenue Department (IRD).
Published: September 25, 2019
Compliance reviews, Guidance notes, KiwiSaver
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Guidance Note: New Disclosure Requirements for Financial Advice Providers

Guidance notes
The Financial Markets Conduct (Regulated Financial Advice Disclosure) Amendment Regulations (the Regulations) come into force on 15 March 2021, the start date of the new financial advice regime. On 15 March 2021, the Financial Markets Conduct Act 2013 (FMCA) will be amended, and a new regime will be introduced for regulating financial advisers under the FMCA.
Published: February 23, 2021
Disclosure requirements, FAP licensing, Guidance notes
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Guidance Note: Repayment difficulties and disclosure under the CCCFA: a guide for frontline staff

Guidance notes
Recent updates to the Credit Contracts and Consumer Finance Act 2003 (CCCFA) and the introduction of the Credit Contracts and Consumer Finance Amendment Regulations 2020 (CCCFAR) have resulted in changes to how consumer lending occurs.
Published: November 23, 2021
Best practice, CCCFA, Guidance notes
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