Upcoming Webinars
CLICK HERE to get a calendar of upcoming events and webinars for Madison.
Madison Friday Afternoon Drinks
Forget your lockdown blues and join us on Friday 10 September at 4pm for afternoon drinks with the Madison team.
CLICK HERE to register and add the calendar invite to your diary.
Meet with Megan Webinars
Last weeks ‘Met with Megan’ webinar was rescheduled to Tueday 14 September to accommodate for the Masterclass for Support Teams.
CLICK HERE to register and be a part of the below session.
Tuesday 14th September – Dynamic XPlan and SOA
Please note recordings of the above webinars are available in facebook workplace.
Design and Distribution Obligations Webinar series
The Design and Distribution Obligations were explained during our recent Good Governance Summit. As we draw closer to the start date (5th October), the Advice & Governance team will conduct fortnightly webinars to explore what the impacts are for advisers and what obligations you will need to be mindful of.
The next webinar will take place on 14 September 12.30PM (AEST). You can CLICK HERE to register this series and you will be reminded each fortnight of the upcoming session.
Madison Investment webinars
Following your feedback, we have arranged additional investment related sessions for you to virtually attend. The below shows all Investment related sessions for the rest of the calendar year.
| What | When | Registration link | Guest speaker |
| Macro update and specialist topic
|
Monthly reoccurring every
Sept15: Aus equity reporting season update Oct 20: Australian Fixed Income update |
Monthly recurring link | Clime Investment team
|
| Ethical Investing | Wednesday 29 September, 1 pm | Ethical Investing link | Jeremy Dean, Head of Regnan (owned by Pendal) and Responsible Investing Distribution |
| International Equities | Wednesday 3 November, 1 pm | International Equities link | Arvid Streimann, Head of macro and Global Fund Co-PM at Magellan. |
| Portfolio Construction | Wednesday 1 December, 1 pm | Portfolio Construction link | Andrea Theouli |
Advice & Governance Webinar Series
Join our fortnightly lunch and learn webinar series focused on all things advice and governance. This will be a 30 minute session designed around the latest legislation releases along with common themes that are being uncovered during our Active File Reviews.
The next webinar takes place on Tuesday 21 September at 12.30pm (AEST). We will be releasing the topic details on Workplace closer to the day.
Simply CLICK HERE to register once and you will be reminded each fortnight of the upcoming session.
Looking forward to seeing you there.
Virtual Express Experts Series – APRA Sustainability Measures
In December 2019, APRA informed all life insurers of changes required to product design and practices to improve Individual Disability Income Insurance (IDII) sustainability. All insurers must comply with these changes effective 1 October 2021. With this looming deadline we have decided to run a virtual express experts session with all insurers as a way to quickly educate you and help you digest the changes when it comes to new IP products.
Over two days we will be running ‘speed dating’ sessions of 20min with each insurer. The sessions will cover IP product overview, transition timeframes, new application process and process for alterations to existing policies along with time for questions.
CLICK HERE to view the Agenda and find out when each insurer is presenting
Click on the above link to register and make sure to select the days you’d like to attend, whether it’s one or both days. *Please note that the Zoom link you receive is unique to you only and should not be shared.
For further information and the full direction, please visit the APRA website.
If you have any difficulties registering for this webinar, Please get in touch with Bethany.
In this Edition
| · A message from Jaime | · The View from Clime | · Upcoming Events |
Upcoming Webinars
CLICK HERE to get a calendar of upcoming events and webinars for Madison.
Madison Friday Afternoon Drinks
Forget your lockdown blues and join us on Friday 10 September at 4pm for afternoon drinks with the Madison team.
CLICK HERE to register and add the calendar invite to your diary.
Meet with Megan Webinars
Last weeks ‘Met with Megan’ webinar was rescheduled to Tueday 14 September to accommodate for the Masterclass for Support Teams.
CLICK HERE to register and be a part of the below session.
Tuesday 14th September – Dynamic XPlan and SOA
Please note recordings of the above webinars are available in facebook workplace.
Design and Distribution Obligations Webinar series
The Design and Distribution Obligations were explained during our recent Good Governance Summit. As we draw closer to the start date (5th October), the Advice & Governance team will conduct fortnightly webinars to explore what the impacts are for advisers and what obligations you will need to be mindful of.
The next webinar will take place on 14 September 12.30PM (AEST). You can CLICK HERE to register this series and you will be reminded each fortnight of the upcoming session.
Madison Investment webinars
Following your feedback, we have arranged additional investment related sessions for you to virtually attend. The below shows all Investment related sessions for the rest of the calendar year.
| What | When | Registration link | Guest speaker |
| Macro update and specialist topic
|
Monthly reoccurring every
Sept15: Aus equity reporting season update Oct 20: Australian Fixed Income update |
Monthly recurring link | Clime Investment team
|
| Ethical Investing | Wednesday 29 September, 1 pm | Ethical Investing link | Jeremy Dean, Head of Regnan (owned by Pendal) and Responsible Investing Distribution |
| International Equities | Wednesday 3 November, 1 pm | International Equities link | Arvid Streimann, Head of macro and Global Fund Co-PM at Magellan. |
| Portfolio Construction | Wednesday 1 December, 1 pm | Portfolio Construction link | Andrea Theouli |
Advice & Governance Webinar Series
Join our fortnightly lunch and learn webinar series focused on all things advice and governance. This will be a 30 minute session designed around the latest legislation releases along with common themes that are being uncovered during our Active File Reviews.
The next webinar takes place on Tuesday 21 September at 12.30pm (AEST). We will be releasing the topic details on Workplace closer to the day.
Simply CLICK HERE to register once and you will be reminded each fortnight of the upcoming session.
Looking forward to seeing you there.
Virtual Express Experts Series – APRA Sustainability Measures
In December 2019, APRA informed all life insurers of changes required to product design and practices to improve Individual Disability Income Insurance (IDII) sustainability. All insurers must comply with these changes effective 1 October 2021. With this looming deadline we have decided to run a virtual express experts session with all insurers as a way to quickly educate you and help you digest the changes when it comes to new IP products.
Over two days we will be running ‘speed dating’ sessions of 20min with each insurer. The sessions will cover IP product overview, transition timeframes, new application process and process for alterations to existing policies along with time for questions.
CLICK HERE to view the Agenda and find out when each insurer is presenting
Click on the above link to register and make sure to select the days you’d like to attend, whether it’s one or both days. *Please note that the Zoom link you receive is unique to you only and should not be shared.
For further information and the full direction, please visit the APRA website.
If you have any difficulties registering for this webinar, Please get in touch with Bethany.
In this Edition
| · A message from Jaime | · The View from Clime | · Upcoming Events |