GET in SHAPE ADVICE SUMMIT 2021 - SPONSOR & MARKETPLACE OPPORTUNITIES - Financial Services Council
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GET in SHAPE ADVICE SUMMIT 2021 SPONSOR & MARKETPLACE OPPORTUNITIES
SPONSOR & MARKETPLACE OPPORTUNITIES
WELCOME
Dear Partners,
We are excited to be running the Get In Shape Advice Summits
again in February next year across four locations in New Zealand.
We are working with the advice community to deliver these 2021 Advice Summits.
Next year, as the Financial Services Legislation Amendment Act (FSLAA) comes into
effect from 15 March 2021, the summits will touch on the regulatory changes then Trisha Edmonds
move to our main focus on the future and developing professional advice practices.
The sessions will include the Government and Regulator lens and then move through
to practical support designed to inspire attendees as we continue through the main
plenary sessions. After lunch, we are delighted to announce our 2021 Masterclass
which will be a practical workshop on getting set to manage licensing and disclosure.
The 2020 Advice Summits were a huge success thanks to our generous marketplace
stallholders and sponsors. The 1250 delegates from across New Zealand took their Mark Banicevich
time to find out how they could find help and support from a wide range of
businesses. We would like to thank you, our sponsors for your continued support as
well as say hello to potential new sponsors. Welcome to Get In Shape 2021.
This document highlights the work of the Financial Services Council and also a wrap
of the 2020 Summits and our new extended marketplace and sponsorship
opportunities. Working together with sponsors enables us not only to deliver flagship
events and conferences in the sector known for leading edge content and speakers,
but also contribute to the success of the wider financial services community and Russell Hutchinson
create better financial outcomes for all New Zealanders.
The financial services sector touches all New Zealanders, through insurance,
investments and KiwiSaver. As we undergo regulatory, technology and market
change, we continue to adapt to the environment and help Kiwis grow and protect
their wealth in an ever-changing global world.
Great content drives great events and across our 2021 event series we will again
showcase New Zealand’s political and regulatory leaders and explore the big issues Richard Klipin
of the day across topics of interest for our members and New Zealanders.
On a final note, we are living in uncertain times and in addition to the face to face
events, we are offering a digital pass live from the Auckland event. We will deliver the
face to face events according to Government advice and all sponsorship and tickets
will be transferable.
We look forward to working with you in 2021.
The Get In Shape Team Jennie Harrison
GET IN SHAPE ADVICE SUMMIT 2021 | 2
SPONSOR & MARKETPLACE OPPORTUNITIES
DELIVERING IN 2020
TOWA R DS
W E L L BE IN G
62 FSC
MEMBER
6 MAJOR RESEARCH
PUBLICATIONS INTO
HOW CONSUMERS VIEW
UPDATES FINANCIAL SERVICES
MONEY
& YOU
13 FACE TO
600+ ATTENDEES
IT’S NOT ABOUT MONEY,
IT’S ABOUT YOU
FACE EVENTS
85%+ SATISFACTION OVER 2500
ATTENDEES
In partnership Powered by
26 MEDIA RELEASES
16 POLICY SUBMISSIONS 83 MEMBERS
13 WEBINARS 100+ 270+
WITH 2600 REGISTRATIONS MEETINGS WITH COMMITTEE MEMBERS
GOVERNMENT + 23 COMMITTEES
AND REGULATORS
8 INDUSTRY
CODE OF AWARDS
8
CONDUCT
KIWISAVER & INSURANCE
STATS PUBLISHED
8 CEO ROUNDTABLES,
400 ATTENDEES
GET IN SHAPE ADVICE SUMMIT 2021 | 3
SPONSOR & MARKETPLACE OPPORTUNITIES
2021 & BEYOND
The Financial Services Council’s vision is to be The Voice of the Financial Services Industry and our strategic intent
is to ensure strong and sustainable consumer outcomes, sustainability of the financial services sector and increasing
professionalism and trust of the industry.
VISION
To be the voice
of New Zealand’s
Financial Services
industry
STRATEGIC INTENT
1. Strong & sustainable consumer outcomes
2. Sustainability of the financial services sector
3. Increasing professionalism & trust of the industry
STRATEGIC PILLARS
Policy and Industry Industry Best Community of Develop the FSC
Advocacy Leadership & Practice Professionals
Insight
FOCUS 2020/2021
Wellbeing Trust Customer Conduct & Culture Disruption/speed Technology/data
of change
OUR VALUES: Collaboration | Consumer Focus | Honesty & Integrity | Agility
Trust Social Responsibility
Regulation
Political Agenda
Conduct Wellbeing
Great Consumer Outcomes
Trade OUR Distribution
Replacement business FOCUS
KiwiSaver Culture
Insurance Advice
Technology Investment
Tax Covid-19 Cyber
GET IN SHAPE ADVICE SUMMIT 2021 | 4
SPONSOR & MARKETPLACE OPPORTUNITIES
DETAILS
Held over four locations, the summits are designed to support the financial advice community
over the Financial Services Legislation Amendment Act (FSLAA) finish line, when transition
licensing to the new regime starts on 15 March 2021. In addition, we will be running a practice
development masterclass that will help attendees understand more about the New Zealand
Market and provide practical tips for improving advice business.
The summits will be held:
WELLINGTON 10 FEBRUARY 2021 | FROM 07.15
Members Gallery, Sky Stadium, 105 Waterloo Quay, Pipitea, Wellington 6140
AUCKLAND 11 FEBRUARY 2021 | FROM 07.15
North Level 5 Lounge, Eden Park Function Centre, 10 Reimers Ave, Kingsland, Auckland 1024
CHRISTCHURCH 17 FEBRUARY 2021 | FROM 07.15
Tait Technology Centre, 245 Wooldridge Road, Harewood, Christchurch 8051
DUNEDIN 18 FEBRUARY 2021 | FROM 10.00
Dunedin Centre, 1 Harrop Street, Dunedin, 9016
NEW FOR 2021, THERE WILL ALSO BE A LIVE
DIGITAL OPTION FOR ATTENDEES TO JOIN THE
EVENT LIVE ONLINE ON 11 FEBRUARY 2021.
GET IN SHAPE ADVICE SUMMIT 2021 | 5
SPONSOR & MARKETPLACE OPPORTUNITIES
WHY SPONSOR
You will have the opportunity to discuss your product or service,
face-to-face with hundreds of people within the industry. We ran
similar sell-out events over the past 3 years and the audience has
grown to 1250 people attending nationwide.
The summit is designed to appeal to the ‘whole of market’:
· Product suppliers - life, funds and KiwiSavers
· Educational colleges
· Dealer groups
· Software
· Legal firms
· Compliance firms
· Practice management firms
GET IN SHAPE ADVICE SUMMIT 2021 | 6
SPONSOR & MARKETPLACE OPPORTUNITIES
2020 EVENT EVALUATION
TOTAL NUMBER OF DELEGATES WHAT DID YOU ENJOY THE MOST?
1250 Excellent speakers
and very informative
REGION
NORTH ISLAND SOUTH ISLAND
All sessions were valuable.
Auckland 685 Christchurch 202 Enjoyed the hands-on
Wellington 279 Dunedin 84 masterclass.
Information, stories,
and meeting other advisers.
73%
OF ATTENDEES WERE FINANCIAL ADVISERS The positivity of the
OR MEMBERS OF THE ADVICE COMMUNITY speakers, looking forward
to the future.
HOW DID YOU RATE GET IN SHAPE? The Masterclass session
78% was useful and practical.
Opportunity to talk to
people involved in the
HOW DID YOU RATE THE SPEAKERS?
regulations of FSLAA.
84% Good variation across
participants and the
Coredata session was
particularly good,
along with Minister
Find out more at getinshape.nz Kris Faafoi’s opening.
GET IN SHAPE ADVICE SUMMIT 2021 | 7
SPONSOR & MARKETPLACE OPPORTUNITIES
2021 PROGRAMME
Arrival and morning coffee in the Marketplace
Meet other Financial Advisers and visit providers that can give you practical hints and tips
on getting ready for the changes in the Marketplace.
SESSION 1: Open and welcome
Introduction and setting the scene
SESSION 2: Embedding the changes in the New Zealand Advice Sector
Our update session on the Financial Services Legislation Amendment Act (FSLAA), Conduct
of Financial Institutions Review (CoFI) and consumers. Hear directly from the key players
driving, leading and implementing the new regulations in the first panel, followed by Q&A.
In the Spotlight: Money & You and Adviser Research
Find out more about the latest Financial Services Council consumer and adviser research,
Money & You and the Financial Resilience Index.
Refreshments in the Marketplace
Meet other Financial Advisers and visit providers that can give you practical hints and tips
on getting ready for the changes in the Marketplace.
SESSION 3: Financial Literacy, Financial Capability & Financial Advice
What should we do differently as a sector? Our panel will look at how the sector can work
together and create opportunities to improve consumer capabilities and experiences in
seeking financial advice, followed by Q&A.
SESSION 4: Helping New Zealand’s advisers to grow – tools, tips and insights
Looking to development your advice practice? These fast paced TED style talks from our
experts will provide insights to help you grow your advice business.
Summit close and one last visit to the Marketplace
One more opportunity to visit the marketplace and get the advice you need.
OPTIONAL
Licensing, Disclosure and Advice Masterclass
This practical workshop style masterclass will help you to improve your business in
governance and compliance. The session will provide practical examples, compliance tips,
process templates and will reiterate what it really means to run an advisor business. The
masterclass will be led by Mark Banicevich and feature specialists from the 2020 Get In
Shape webinar series who will be there to help you navigate the masterclass.
GET IN SHAPE ADVICE SUMMIT 2021 | 8
SPONSOR & MARKETPLACE OPPORTUNITIES
SPONSOR OPTIONS 2021
DIAMOND GOLD SILVER
$12,000 $8,000 $4,000
AVAILABLE: 3 AVAILABLE: 6 AVAILABLE: 6
What’s included: What’s included: What’s included:
• Priority branding rights and first • Branding rights and choice of pick • Complimentary tickets – Ten VIP
choice of pick & mix sponsorships and mix sponsorships guest entry passes to the full day
• Complimentary tickets – Ten VIP • Complimentary tickets – Ten VIP worth $950 at one venue
entry passes to the full day worth guest entry passes to the full day • Sponsor recognition across the
$3800 for all four venues worth $1900 at two venues FSC channels for Get In Shape
• Headline sponsor recognition • Sponsor recognition across the Advice Summit 2020
across the FSC channels for Get In FSC channels for Get In Shape • Market Place Exhibition booth at
Shape Advice Summit 2020 Advice Summit 2020 all four events
• Market Place Exhibition booth at all • Session sponsor for one of the • Recognition on event website and
four events morning sessions at all four events communications, and at the event
• Recognition on event website and • Market Place Exhibition booth at • 2x Exhibitor passes for all four
communications, and at each event, all four events events
a 5 minute welcome speech • Recognition on event website and • Opportunity to purchase additional
• 4x Exhibitor passes at all four communications, and at the event VIP guest passes at discount
events • 2x Exhibitor passes for all four
• Opportunity to purchase additional events
VIP guest passes at discount • Opportunity to purchase additional
VIP guest passes at discount
Digital pass Conference App Coffee Masterclass
$5,000 $5,000 $5,000 $5,000
AVAILABLE: 1 AVAILABLE: 1 AVAILABLE: 2 AVAILABLE: 1
What’s included: What’s included: What’s included: What’s included:
• Recognition on digital • Great opportunity to • One branded barista • Sponsor the afternoon
pass purchase pathway, showcase your brand in cart at Auckland and masterclass session at
pre-record advert/ front of delegates at all Wellington venues each location, including
branded intro and outro four venues (consumables not a welcome message and
to live event included) branding throughout
Marketplace Hand Sanitiser Table 10
Seat Drop
stall only and Masks Sponsor only deal
$3,000 $2,000 $2,000 $800
AVAILABLE: 10 AVAILABLE: 5 AVAILABLE: 2 AVAILABLE: 20
What’s included: What’s included: What’s included: What’s included:
• All four venues included • Sponsor to provide/ • Provide branded hand • Per location, logo on
+ 2x exhibitor passes deliver x1500 items – sanitiser or facemasks. table or chairs
examples include pens, Sponsor to provide/
pads, sweets for all four deliver x1500 total items
venues to the four venues
ALL PRICES +GST
GET IN SHAPE ADVICE SUMMIT 2021 | 9
SPONSOR & MARKETPLACE OPPORTUNITIES
GET IN TOUCH
Find out more about our sponsorship opportunities,
follow us on twitter @FSC__NZ and get in touch
with us to discuss your ideas, thoughts and needs.
Alongside the Get In Shape Advice Summits, we have a
number of event series, research and other opportunities
through the year – get in touch and let’s talk about creating
a sponsorship package that helps you deliver to your
organisational needs.
We look forward to working with you and developing a strong
platform for your business to reach the industry through the
events and other opportunities across the FSC.
Find out more and apply at getinshape.nz or contact Richard
Klipin/David Bishop on 09 985 5762 or at events@fsc.org.nz
GET IN SHAPE ADVICE SUMMIT 2021 | 10SPONSOR & MARKETPLACE OPPORTUNITIES
T&C’S
FINANCIAL SERVICES COUNCIL OF NEW ZEALAND GET IN SHAPE SPONSORSHIP &
MARKETPLACE 2021 TERMS AND CONDITIONS
1. Parties: 5. Sponsorship Benefits
Upon receipt of a letter of sponsorship If for any reason, the Organisers are unable
(Sponsorship Letter) from the Financial Services to deliver any of the benefits of sponsorship
Council of New Zealand (the Organiser, we, us) (sponsorship Benefits)as detailed in the
outlining the scope of sponsorship, a signed copy is Sponsorship Letter, we will inform you as soon as
required to be returned to the Organiser, along with reasonably practicable. We may offer substitute
the sponsorship fee, subsequently rendering the Sponsorship Benefits in respect of the same Event
recipient a sponsor (the Sponsor, you, your) for the to an equivalent value with your acceptance
event named in the Sponsorship Letter. without any liability to you.
2. Sponsorship Agreement: 6. Costs associated with sponsorship
These terms and conditions from the Organiser are As a Sponsor, you acknowledge and agree that
to be read on conjunction with the Sponsorship you shall be solely responsible for all costs that
Letter and this document and form the agreement you incur relating to your attendance at the Event
between the parties (the Sponsorship Agreement). (including, without limitation, any travel and
accommodation costs, the costs of any temporary
3. Use of organiser event materials staff and any costs relating to any materials or
As a Sponsor you have the right to a non- equipment used at the Event).
transferable, non-exclusive, royalty-free licence to
use the event named in the Sponsorship Letter (the 7. Loss or Damage
Event) logos and trade marks (the Event Marks) The FSC, the Event venue, the conference
provided to you solely to promote your sponsorship management team or the organiser, will not be
of the Event, during the term and in accordance responsible for any loss or damage to the Sponsor’s
with the Sponsorship Agreement. property. All Sponsor’s material and equipment is
The Organiser will record the Event through filming the sole responsibility of the Sponsor.
and photography and reserve the copyright to
8. Insurance Requirements
all materials recorded in this manner. Request for
footage by a Sponsors will be reviewed on a case The Sponsor shall procure all appropriate insurance
by case basis. cover in relation to all activities and undertakings as
a result of the Event at the cost of the Sponsor and
4. Use of sponsor logo and promotion a certificate of insurance shall be made available
You grant to the Organiser, a non-exclusive, royalty- to the Organiser on request. The Organiser, the
free, sub-licence to use your logos and trade marks conference host body and organising committee,
(the Sponsor Marks) provided to us as part of this their agents and their servants and the Event venue
Sponsor Agreement, including promotion across act as only organisers of the Event and subsequent
all Event materials and will provide them to the activities and do not accept any responsibility for
Organiser as part of this Sponsorship Agreement. any acts, accidents or omissions on the part of
service providers
You undertake to support the Event through
appropriate marketing and promotional channels 9. Sponsor activities, displays and demonstrations
and to collaborate with us on any appropriate joint
All Sponsor activities shall remain in keeping with
marketing or promotional projects relating to the
the dignity and the atmosphere of the Event and
Event. The Organiser accepts no responsibility for
the Organiser retains the right to reject any display
the accuracy or content of any statements whether
or demonstration, which does not achieve this
written or orally made by speakers in connection
objective. Microphones and sound amplifiers will be
with the Event.
permitted only as long as they cause no disturbance
GET IN SHAPE ADVICE SUMMIT 2021 | 11SPONSOR & MARKETPLACE OPPORTUNITIES
to neighbouring sponsors or the visiting public. The is substantially similar to Event as originally
Organiser or its authorised agent shall be the sole advertised. We will provide you with notice of any
judge as to whether there is a disturbance being alterations as soon as is reasonably practicable.
caused to neighbouring sponsors or the public. We reserve the right to cancel the Event at any time
during the term and will provide you with notice of
10. Privacy Policy
the same as soon as is reasonably practicable. In the
In registering as a Sponsor for this Event, relevant event that we cancel the Event or materially alter
sponsor details will be incorporated into a delegate the advertised content, timing, date and or location
list for the benefit of all delegates (including the of the Event, you shall be entitled to either:
name and organisation of the Sponsor) and may
(i) a credit for a future event held by us of your
be made available to parties directly related to
choice (up to the value of sums paid by you in
the Event, including Financial Services Council,
respect of the Event); or
venue and accommodation providers and other
sponsors. The Organiser will also promote sponsors (ii) terminate this Agreement with immediate
through its communication channels as part of the effect and obtain a refund (calculated in good
overall Event promotion. The Sponsor may seek faith) of an amount that reflects the total sums
amendment to these details by the Organiser at paid by you at the date of cancellation minus
any time. The Event will be recorded, filmed and the value of any benefits received by you in
photographed. Media will also be invited to the accordance with the Sponsorship Letter prior
Event. It is the Sponsors responsibility to manage to the date of cancellation. Any such refund
their content accordingly. shall be paid by us within 30 calendar days of
receipt of confirmation from you of your wish
11. Sponsorship Fee to terminate this Sponsorship Agreement.
An invoice for your sponsorship fee is included with
13. Termination
your Sponsorship Letter. (Sponsorship Fee). If the
Sponsorship Fee is not received by us when due, we Either party has the right at any time to terminate
reserve the right not to supply, or cease to supply, this Sponsorship Agreement immediately by giving
any or all of the Sponsorship Benefits. For the written notice to the other in the event that the other:
avoidance of doubt, sponsors shall not be permitted
• has committed a material breach of any of its
entry to the Event unless full payment has been
obligations under this Sponsorship Agreement
received by us.
and has not remedied any such breach (if
12. Cancellation, postponement and force majeure capable of remedy) within fourteen (14) days of
being required to do so by written notice; or
The Organiser will use their best endeavours to
ensure the supply of services to the Event, but it • ceases or threatens to cease to carry on
shall not be liable for any loss, damage or expense business, is unable to meet its debts as they fall
incurred by the Sponsor, for any failure or delay in due, has an order made or a resolution passed
performing our obligations under this Sponsorship for its winding-up, has an administrator, receiver
Agreement as a result of an event or series of or manager appointed, makes any arrangement
connected events outside of our reasonable control or composition with its creditors, or makes an
and or the reasonable control of our sub-contractors application for the protection of its creditors in
and/or suppliers as applicable (including, without any way.
limitation, strikes or other industrial disputes, failure of Termination of this Sponsorship Agreement
a utility service or transport network, act of God, war, by either party for any reason shall be without
riot, civil commotion, terrorism, malicious damage, prejudice to any rights or obligations that may have
compliance with any law or governmental order, rule, accrued as at the date of such termination.
regulation or direction, accident, breakdown of plant
or machinery, fire, flood or storm or pandemic). 14. Liability
It may be necessary for us to alter the advertised The Organiser aggregate liability to the Sponsor,
content, timing, date and or location of the whether such liability arises in contract, negligence
Event. We reserve the right to do this at any time or otherwise, for any damages, loss, costs, claims or
following the commencement of the Sponsorship expenses of any kind howsoever arising, out of or
Agreement to the date of the Event and without in connection with the Event, shall be limited to the
liability to you, provided that the Event, as altered, Sponsorship Fee paid by you.
GET IN SHAPE ADVICE SUMMIT 2021 | 12The Financial Service Council of New Zealand’s reports and
publications are available on our website.
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@FSC__NZ
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