This session equips financial advisers with critical knowledge to assist clients facing separation or seeking asset protection through financial agreements. Samantha Lewis, an accredited specialist in family law with over 20 years’ experience, explores the enforceability of prenups, asset disclosure obligations, contribution assessments, property valuation, and the family court’s treatment of wealth post-separation. Real-life case studies highlight legal risks, adviser responsibilities, and the strategic use of financial agreements as tools for client protection.
Accreditation Points Allocation:
0.10 Client Care and Practice
0.10 Regulatory Compliance and Consumer Protection