Upcoming AdviserLogic Webinars

Ongoing live training webinars
Our live training webinars are designed and delivered by our specialist customer success managers exclusively for Morningstar AdviserLogic subscribers. See below for more details and please join us for any sessions that are of interest to you. 

When: Join us on a Tuesday at 11:00 a.m. AEST. (we will also have extra sessions relevant for you from time to time)

Meet the Customer Success Team

Fixed Term Agreements (FTAs)
Tuesday 16 August, 11:00 a.m. - 11:45 a.m. (AEST)
Presenter: Minh Le
Join us as we take you through the journey of producing and monitoring Fixed Term Agreements (FTAs) for clients using AdviserLogic’s Compliance Module.

Do You Comply With FASEA Standard 5 and 6?
Tuesday 16 August, 12:00 p.m. - 12:45 p.m. (AEST)
Presenter: Annika Bradley and Rick Di Cristoforo
Join Annika Bradley and Rick Di Cristoforo as they discuss Morningstar’s research and its interaction with these two critical Standards – including the way in which ratings & resources can be used to support compliant advice. They will also simply explain the various terms and methodologies so that advisers are equipped to ‘Know the Product’.

FASEA Standard 5 requires that financial product recommendations are made in the clients' best interest and that they are appropriate to the clients' individual circumstances, with the adviser having a reasonable basis in the recognition of the benefits, costs and risks of those recommendations. FASEA Standard 6 requires that advice takes into account the broad effect of the recommendations recognising the broader long-term interests and circumstances of your client, including specifically recognising whether client preferences such as ESG are provided for.

 
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