22 April 2018
 

NZAMI Workshop: Risk management for licensed immigration advisers Wellington, 22 May 2018

Date: 22 May 2018 Start: 10 am
Venue: Willeston Conference Centre Monarch Room Level 11, 15 Willeston Street Wellington
Programme

NZAMI Workshop:  Risk management for licensed immigration advisers

LIAs are a regulated profession.  Our clients have a user-friendly and free complaints mechanism that utilizes the Immigration Advisers Authority’s resources and its wide-ranging statutory powers.  With that complaints mechanism comes the risk of adverse findings in the Disciplinary Tribunal.  Not infrequently a client complaint may be ‘sour grapes’ and merely the result of an unsuccessful application or appeal, without any breach of the adviser’s obligations.  Or it may be caused by a client’s dissatisfaction with fees once their hopes have been disappointed.  Our experience, however, shows that even when the explicit concern of the complainant is not objectively made out, the file review by the IAA quite frequently shows other breaches of the Code of Conduct that may lead to a referral to the Tribunal, and an adverse finding against the adviser.

Managing the risk arising from potential complaints is an essential part of running a successful and profitable immigration advice business. It is a core skill. That said, compliance with an adviser’s obligations is not always easy. It is not only ‘really bad advisers’ having complaints against them upheld in the Tribunal. There are pitfalls for the unwary, and some matters – the ‘tripartite trap’ just one example – can raise complex legal and ethical problems.

This NZAMI Workshop is aimed generally (but not exclusively) at practitioners within the first five years of practice. Whatever the Polytechnic will have been able to teach, most practitioners will need to have started to work in the field, before many of these legal and ethical issues are encountered and can be understood.

The workshop aims to address:

  • Service agreements, engagement protocols and establishing who the client really is
  • Record keeping
  • Internal complaints processes
  • The requirement for fees to be ‘reasonable’
  • Tripartite relationships
  • Client confidentiality and related issues
  • The line between clerical work and immigration advice
  • Risk management in relation to fraudulent documents provided by clients

Disclaimer:  Please note we will try to cover all the bullet pointed topics listed above, but given the practical focus of this Workshop, it is possible that some topics may only be touched on briefly.

The format is deliberately based on a limited number of participants (up to 20) being involved in discussions and practical exercises. This is a collaborative approach focused on learning skills, not merely the provision of information.

Closing date for registration and ordering DVD Pack is 18 May 2018

NZAMI Workshop: Risk management for licensed immigration advisers Christchurch, 12 June 2018

Date: 12 June 2018 Start: 10 am
Venue: The Tea House at Riccarton Park Racecourse Road Christchurch Parking free on site.
Programme

NZAMI Workshop:  Risk management for licensed immigration advisers

LIAs are a regulated profession.  Our clients have a user-friendly and free complaints mechanism that utilizes the Immigration Advisers Authority’s resources and its wide-ranging statutory powers.  With that complaints mechanism comes the risk of adverse findings in the Disciplinary Tribunal.  Not infrequently a client complaint may be ‘sour grapes’ and merely the result of an unsuccessful application or appeal, without any breach of the adviser’s obligations.  Or it may be caused by a client’s dissatisfaction with fees once their hopes have been disappointed.  Our experience, however, shows that even when the explicit concern of the complainant is not objectively made out, the file review by the IAA quite frequently shows other breaches of the Code of Conduct that may lead to a referral to the Tribunal, and an adverse finding against the adviser.

Managing the risk arising from potential complaints is an essential part of running a successful and profitable immigration advice business. It is a core skill. That said, compliance with an adviser’s obligations is not always easy. It is not only ‘really bad advisers’ having complaints against them upheld in the Tribunal. There are pitfalls for the unwary, and some matters – the ‘tripartite trap’ just one example – can raise complex legal and ethical problems.

This NZAMI Workshop is aimed generally (but not exclusively) at practitioners within the first five years of practice. Whatever the Polytechnic will have been able to teach, most practitioners will need to have started to work in the field, before many of these legal and ethical issues are encountered and can be understood.

The workshop aims to address:

  • Service agreements, engagement protocols and establishing who the client really is
  • Record keeping
  • Internal complaints processes
  • The requirement for fees to be ‘reasonable’
  • Tripartite relationships
  • Client confidentiality and related issues
  • The line between clerical work and immigration advice
  • Risk management in relation to fraudulent documents provided by clients

Disclaimer:  Please note we will try to cover all the bullet pointed topics listed above, but given the practical focus of this Workshop, it is possible that some topics may only be touched on briefly.

The format is deliberately based on a limited number of participants (up to 20) being involved in discussions and practical exercises. This is a collaborative approach focused on learning skills, not merely the provision of information.

Closing date for registration and ordering DVD Pack is 06 June 2018

Auckland NZAMI Seminar Friday, 11th May 2018

Date: 11 May 2018 Start: 1pm (NZ)
Venue: Alexandra Park, Gate B, Green Lane West Road, Auckland - Rutherford Room, Level 2 in the Main Function Centre - Parking is freely available on the right hand side after entering Gate B or in front of the stands
Programme

Exact timing will be advised as soon as possible:

Peter Elms, Assistant General Manager of Visa Services and Nathanael Mackay - the new Head of the Manukau Branch will be talking about current developments within INZ

Technical Adviser from the INZ Manukau Branch TBC to discuss current thinking in the WD1 Post-Study Employer-Assisted Work Visa space in a facilitated discussion

Timothy Malcolm of A1 Immigration Services on New Zealand Police Vetting Process 

John Petris, Specialist Immigration Lawyer - Kramer v Kramer - conflicts of interest in Partnership Cases

Richard Small, Pacific Legal on Disclosure from INZ - Accessing Information that may be useful to Your Clients

Industry Forum - an opportunity for airing issues of general interest/concern

Networking Drinks

Closing date for registration and ordering DVD Pack is 08 May 2018

How to Register & Pay for Seminars, Webinars, Workshops & Conferences

This includes Members, Non-Members and Organisations

Click Here

 

Upcoming NZAMI CPD and Events 2018

This calendar is still subject to change and times for the Webinars are still to be advised.

WORKSHOPS - due to the format of all Workshops, there is a strict number of attendees for each Workshop and bookings will be closed early.  As soon as registration is open, an email will be sent and it will be on a first come first served basis (NZAMI members will be offered places early).  Please also note due to confidentiality, Workshops will not be recorded.

WEBINARS - everyone who registers to attend a Webinar will also receive a link to access the recording at no extra cost!

2018

 Event

 Centre

18 to 20/04/18

Investment Immigration Summit  

Ho Chi Minh City, Vietnam (10% discount to NZAMI members)

11/05/18

Seminar - registration NOW OPEN

Auckland

22/05/18

Workshop - Risk Management for LIA in Professional Practice

Wellington

12/06/18

Workshop - Risk Management for LIA in Professional Practice

Christchurch

22/06/18

Seminar - agenda to be advised

Auckland

16/08/18

AGM

Auckland

17/08/18

NZAMI Annual Conference

Eden Park, Auckland

12/09/18

Seminar - agenda to be advised

Wellington

21/09/18

Seminar - agenda to be advised

Auckland

26/10/18

Seminar - agenda to be advised

Auckland

07/11/18

Seminar - agenda to be advised

Christchurch

30/11/18

Seminar - agenda to be advised

Auckland

As a guide only, Seminars provide you with 4 hours CPD, Webinars 1 1/2 hours CPD and Workshops 4-6 hours CPD.

This guide can change dependent upon length of event.

 

NZAMI Cancellation Policy

The NZAMI retains the right to cancel any event, CPD or Conference.  If an event is cancelled the Association will immediately inform registered participants and issue either a refund or credit note.

 

NZAMI Refund Policy

Due to the NZAMI CPD capacity restrictions, unfulfilled registrations take up valuable places in NZAMI CPD events.

Reimbursement or the issuance of credit notes for those who fail to attend is entirely at the discretion of the NZAMI and will only be considered under compelling circumstances.

Orders cannot be changed from 'attending' a seminar to the MP4 or livestream of said seminar without at least 7 business days notice directly to NZAMI prior to the Seminar date.  The fee difference will also need to be paid.