24 JUNE 2021 | 9.30AM - 11.00AM | VIRTUAL | MEMBER COST: $165.00 (GST INC) | DELOITTE
While determining the scope of DDO may appear simple conceptually, the application is presenting a range of challenges for financial services organisations. These include the creation of Target Market Determinations (TMD), understanding product hierarchies, identifying and reviewing changes to be made to existing frameworks, policies and processes, and critically, the role, nature and impact on distribution channels.
To assist members in better understanding the practical requirements of the new regime, AFIA is holding its third instalment of the DDO four-part series on 24 June from 9.30am to 11.00am. At this workshop, we will recap on the key TMD framework learnings from our previous DDO session (Part-2), and deep dive into the obligations associated with product distribution channels – leveraging insights gained from a recent meeting with ASIC about what is required in setting distributions conditions, how distributors can meet their obligations and how this then impacts on the product manufacturer. This session will provide practical tips to support you in developing an effective distribution strategy that complements appropriate TMDs for your organisation.
Participants will hear from Associate Member, Deloitte on what best practice looks like. There will also be an opportunity to ask our expert speakers questions to better forearm organisations given there is less than four months to go to the live date.
Following this instalment, participants will have the opportunity to reconvene post workshop, along with AFIA‘s team of policy experts, to unpack and further progress their templates in product-based groups.