Events Information
Past events
- April 2012
- February 2012
- December 2011
- November 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- December 2010
- November 2010
- August 2010
- July 2010
- June 2010
- April 2010
- March 2010
- February 2010
- November 2009
- October 2009
- August 2009
- April 2009
- August 2008
- May 0012
Events
Events in March 2011
Disclosure regime for investment products
Bell Gully, Lvl 21, HP Tower, 171 Featherston St, Wellington - 1 March 2011
As part of Securities Law reform, Investment Statements and Prospectuses are likely to be replaced with Product Disclosure Statements (‘PDS') and a Securities Register.
The Ministry of Economic Development has provided a broad outline for a PDS in its 2010 Discussion Paper, but the detail is yet to be developed.
To facilitate discussion and debate, NZ Guardian Trust and Bell Gully have drafted a possible form of PDS for a retail KiwiSaver Scheme. They hope that this will contribute to the development of a great disclosure regime for New Zealand.
You are invited to a free seminar in Wellington where NZ Guardian Trust and Bell Gully will present their draft Product Disclosure Statement to interested parties. The presentation will be followed by drinks & canapés.
Disclosure regime for investment products
Bell Gully, Lvl 21, Vero Centre, Shortland St, Auckland - 2 March 2011
As part of Securities Law reform, Investment Statements and Prospectuses are likely to be replaced with Product Disclosure Statements (‘PDS') and a Securities Register.
The Ministry of Economic Development has provided a broad outline for a PDS in its 2010 Discussion Paper, but the detail is yet to be developed.
To facilitate discussion and debate, NZ Guardian Trust and Bell Gully have drafted a possible form of PDS for a retail KiwiSaver Scheme. They hope that this will contribute to the development of a great disclosure regime for New Zealand.
You are invited to a free seminar in Auckland where NZ Guardian Trust and Bell Gully will present their draft Product Disclosure Statement to interested parties. The presentation will be followed by drinks & canapés.
Wellington Industry Breakfast with Don Ezra, Russell Investments
The Wellington Club, 88 The Terrace, Wellington - 31 March 2011
Don Ezra is a renowned industry expert in pensions and investments and for many will need no introduction. In this breakfast session, Don will address current issues for those in retirement and for those who see retirement on the horizon. What are the main challenges we face in the so-called "decumulation phase"? Are annuities really the answer? How do we balance flexibility, security and spending needs for retirees? And how can spending, saving, capital growth and longevity risk all be managed simultaneously? Join us for breakfast in Wellington as Don presents his answers to these questions.