Latest NEWS
Keeping you up to date with what's important.
Chairman’s Message – AGM 2023
December 1, 2023As you may know, the Association had its AGM on Monday 6 November in Auckland. We had a good physical turnout and a number of proxies. The Special Resolution to wind up the Association was passed, but as previously noted, a further ratification vote will be required in the new year. Time and date to … Read More
Christmas Message From Chair
December 7, 2020The year 2020 has seen many changes and challenges for our profession. Your board extends Christmas wishes to you, your clients, and your families. Click here to view the message
Transitional licensing for FAPs will open 4 November
September 24, 2019The FMA has confirmed that FAP transitional licence applications can be applied for (online) from Monday 4 November. The application fee for the transitional licence will be $405 excl. GST plus $38.75 excl. GST per authorised body named on your licence application. The application fee for the full licence will start at $612 excl. GST … Read More
CEO Report
July 3, 2019The new legislative and regulatory regime goes live, so to speak, in June next year. The last couple of years have been a blizzard of “consultation documents” and meetings with MBIE/FMA. I see the FMA has just issued yet another consultation document on proposed standard conditions for transitional licences! This latest consultation document is focused … Read More
Dispute resolution coverage for members
January 17, 2019Our role in life is simply to operate as a not-for-profit adviser association that tries to maximise the benefits we create for advisers and their businesses. One way we do that is by using our collective negotiating power to make savings for our members. For example, the TripleA has “group bulk deals” with two dispute … Read More
Membership subscription and dispute resolution invoicing
January 17, 2019Heads up that invoices for membership subscriptions and FDR or IFSO dispute resolution costs will be out to you by mid-February. These cover: Membership subs. Financial year 1 April to 31 March. Dispute resolution service costs. Financial year 1 July to 30 June. Individual subscription levels remain at a low $300pa for 2019/20. Likewise dispute … Read More
REMINDERS
Adviser annual confirmation
Yearly on date of original registration
National Certificate holders must have submitted their authorisation application to the FMA
01 November 2018