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Record keeping tips for advisers

Tuesday 7th of March 2023
This was always important for business efficiency and transparency with a client, but it was now doubled down by state regulation.
These comments came in the latest in a series of webinars put on by the brokers' lobby group, Financial Advice NZ.
These webinars have been focussed on aspects of the day to day running of a mortgage business.
Speakers at the webinar incl...
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