In our third and final webinar focusing on the four stages of disclosure, Leigh Hodgetts guides you through a high-level overview of each stage as well as answers some frequently asked questions.
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Farran Jonker then steps in and runs you through the client portal, where you can enter your Financial Advice Provider details, your disclosure settings, and another review of where stages two and three will appear in the software.

If you wish to download the Powerpoint Presentation, you can do so by clicking here. Below is a screenshot of how to download it after clicking the link.

In case you missed them, check out our other two Webinars on Disclosures!