Dedicated to assisting companies and individuals grow profitable businesses

Client frustration levels with COVID are increasing, many are hurting financially, and relationships are being tested. All this impacts upon client decision making. As trusted advisers to our respective clients, we have a responsibility to step up and assist them where we can.

The pricing below is available between 1 -31 March 2021 to business owners and individuals in the financial services, accounting, real estate and legal professions.

Contents

For Financial services:

• Preparing for 15 March 2021 Checklist (Valued at $300 plus GST) FREE to download
• Guidance Note: New Disclosure Requirements for FAPs V2. FREE to download
• Guidance Note: Developing your 2021 PDP. FREE to download
• On track for 15 March? Check your readiness with our February report card. FREE to download
• Regulatory guide for the financial services industry Edition 5 Hardcopy. (Normally $50 plus GST and postage) $30 plus GST and inclusive postage until 31 March 2021. Enquire to purchase your copy
• AML/CFT manual and templates for financial advisers (Normally $499+GST), now only $300 +GST until 31 March 21. Enquire to purchase your copy
• Professional Writing Stylebook (Normally $35+GST). Free to download

For legal, accounting and real estate:

• AML/CFT manual and templates for financial advisers (Normally $499+GST), now only $300 +GST until 31 March 21. Enquire to purchase your copy
• Professional Writing Stylebook (Normally $35+GST) Free to download
  

We are dedicated to assisting companies and individuals grow profitable businesses and professionally service clients.

You are welcome to ring or email to discuss how we might be able to help you.

Email: info@strategi.co.nz

Phone: 09 414 1300