Latest NEWS

Keeping you up to date with what's important.

Transitional licensing for FAPs will open 4 November

September 24, 2019

The 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

Trail software for mortgage and insurance advisers

September 24, 2019

A number of our members who were in the AMP QAN are having to look at whether they are going to stick with Xplan, or move to a new CRM system. The TripleA has undertaken some research to see what options may be available in addition to Xplan. One we have seen is Trail, a … Read More

CEO Report

September 24, 2019

The TripleA Board met in Auckland on 6th September and had our AGM at the same time. If you are interested, feel free to read the Chair and CEO annual reports presented to the AGM. Malcolm Papworth completed the two years in the role of Chair that he said he would do at the outset, … Read More

2019 AGM – CEO Report

September 24, 2019

I’d like to welcome everyone to our AGM. Last year was dominated by the review of the Financial Advisers Act and other legislative and regulatory changes. With the shape of the landscape for advisers now confirmed by Government, everyone is turning their attention to implementing the resulting changes into their businesses. We are already seeing … Read More

2019 AGM – Chairperson Report

September 24, 2019

Over the last 12 months, your Board integrated our two new Board members (Jeremy Cole and Royden Shotter) into our governance processes and we have all worked effectively together implementing its business work plan. Together with our Chief Executive and Administrator, our Board culture has grown stronger as we have all prospered in this positive … Read More

CEO Report

August 28, 2019

Most members will now be working to ensure they comply with the new legislative regime as it falls into place over the coming couple of years. The TripleA has a strategic partnership with Strategi who can help with this on a range of fronts. To get started, working your way through their very useful “FAP … 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