“Dacreed's TeamsPlus was very easy to implement and saves our business significant amounts of time and effort in compliance compared to our old processes. It is also a brilliant platform to create training content and support our members, as well as ensure they are all meeting regulation requirement

CPD - if you are investing your time, use it to expand your skill sets - the value is not simply ticking the compliance box. As a Financial Advice Provider (FAP), it is essential to have good systems in place to easily record and keep up to date with your Continuous Professional Development (CPD).

In a rapidly evolving financial landscape, compliance with the Conduct of Financial Institutions (CoFI) regulations has never been more crucial. Financial advisers in New Zealand are facing mounting pressure to ensure they're not just ticking the regulatory boxes but truly serving the best interests