Network News
The latest from First National and across the industry
AML Webinar
We're excited to have Derek Chen from Strategi leading a valuable webinar covering essential AML topics, including:
- Red Flags and Risk Assessments:
- Represented True Likeness vs. Verified Documents: Understanding the differences and what's required.
- Entity Structure: Learn why Trustees are listed on the Title and not the Trust name, and how far back to trace proof of funds.
- Shareholders and Directors Verification: Guidance on how far to go with verifying these roles.
- Risk Management Document: Ensure you know and follow the procedures in your Risk Management Document.
This session is specifically designed for Salespeople, Principals, and Administrators.
Please note that attending this webinar will count towards your compulsory AML training for the year.
To register, please email Jenny Houdalakis - Event Manager - jenny@firstnational.co.nz
Having an online presence is essential
No matter what is being searched for, the first stop for the vast majority of customers is the internet.
It provides information on availability and location and directions, opening hours, reviews and pricing details. Whatever the need, it's online.
Having an online presence is essential, being easily found with great reviews is crucial.
This eBook has been created to help enhance your online presence.
It covers
- Google Map Pack
- Google Reviews
- Posting Blogs
- Updating your location details
- Custom Campaigns
- Automation of messaging
- Best times to post on social media
- How to measure your social media presence
- Strategies to improve your social media presence
This eBook is designed to help elevate your online presence to the next level.
Principals' Retreat: Meet our Speakers
Explore the full agenda in the eBook below, which also includes details about our lineup of speakers, and the captivating topics they will cover at the Principals' Retreat in October.
Don't miss out!
When: Tuesday 29 – 31 October
Where: Crowne Plaza, Christchurch
National Conference 2025
Mark your calendars for the 2025 National Conference!
Events Calendar
