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Preparing for an FMA Monitoring Visit – Key Takeaways

Summary by riskinfonz.co.nz
Partners Life hosted a webinar for advisers earlier this month which featured well-known Auckland adviser, Katrina Church (Insurance People), who shared her insights following an FMA monitoring visit. According to the insurer, over 200 financial advisers and industry professionals joined the session to hear firsthand about the regulator’s three-day monitoring visit of Church’s business. Katrina Church While the webinar itself was conducted earli…
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riskinfonz.co.nz broke the news in on Monday, May 26, 2025.
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