Regulatory Change & It's impact on goals based advice businesses - Solutions and Challenges.

As an AGBA Member we invite you to register for the upcoming AGBA Regulatory Change Workshop brought to you in partnership with My Dealer Services and Managed Accounts. 

By 1 October 2018, advisers who have been using the Limited MDA / No Action Letter exemption to manage client portfolios must make alternative arrangements. Failure to make a decision will mean reverting to manual ROAs for every client transaction resulting in the loss of efficiency and service.

A panel of Practitioners will present a strategic workshop to help you decide on your options covering:

  • the options available to advisers and licensees
  • key features and benefits of each option
  • how to take clients with you on the journey.

WEBINAR is also available for this event. Please indicate that you will be attending via WEBINAR when you RSVP and the details will be provided to you for access.

RSVP for the workshop is essential, Click Here to book your place.

AGBA looks forward to seeing you at the workshop.


Date: July 5th, 2018
Time: 12:30pm - 2:30pm
Location: Managed Accounts Boardroom, Suite 1, Level 5, 28 Margaret Street Sydney NSW 2000

For more information please email info@goalsbased.com.au.