I hope you enjoyed the Easter break and made the most of the day off for Anzac Day yesterday.
Here’s our updates for this month.
A decade that saw NZ secure our first ever rugby world cup title and Fidelity Life introduce its first ever computer-based quoting system.
Our first 50 years have been inextricably linked with advisers. To help inform how we shape the next 50 – we want to hear from you. Next month, we’re introducing a new bi-yearly survey aimed at better understanding your experience and perceptions in working with us. Watch out for the email and fill in the survey for your chance to win one of three $300 gift cards.
Find out by viewing the first in our claims highlights video series.
With our first intake of students busy on their path to becoming financial advisers, we’ve opened applications for our July 2023 intake.
If you know someone who’d make a great financial adviser, let them know about Career connect and help us spread the word by using our LinkedIn tile.
Call to action template to help you keep in touch with customers and reach out to new prospects.
In line with the Code standard 6 of the Code of Professional Conduct for Financial Advice Providers, we’re seeking assurance from FAP licensees that all advisers of the FAP have the appropriate competency and can therefore continue to distribute our products and service to Fidelity Life customers.
Attestation requests were sent to key contacts at all FAPs and are due for completion by 30 April. If you’re the key contact at your FAP, and you haven’t received it, please check your junk mailbox or contact your BM if you have any questions.
For faster processing and to ensure customers are entitled to our free temporary cover, it’s important that all signed paperwork (Direct Debit form, Declaration and Consent, Advice on Replacement Business, etc.) is submitted along with the customer’s application.
Although we’re unable to accept forms signed with a digital font, we can accept forms signed/dated digitally with a ‘wet-signature’ that reflects the customer’s handwritten signature.
Realise your potential is a Fidelity Life offer that subsidises a select number of advisers to attend a 5-day professional leadership course run by Outward Bound.
Two of the lucky recipients were Laken Gollop from Financial Independence, Tauranga and Jamie Norton, from RMA in Blenheim.
As we near the end of 2023, we’re not slowing down with our commitment to deliver new features, clear communication and improved service for you and your customers. In this issue you can read about our brand-new Working together guide, register your interest for Adviser edge, see our new transparent turnaround times and more. This is your November update.
As we near the end of 2023, we’re not slowing down with our commitment to deliver new features, clear communication and improved service for you and your customers. In this issue you can read about our brand-new Working together guide, register your interest for Adviser edge, see our new transparent turnaround times and more. This is your November update.
With Engage 2023 (and all its exciting announcements) in the rear-view mirror, we hope one thing is clear: we’re lifting our game for you. We’re committed to doing better by you, our adviser community – now it’s time for us to deliver. In this issue we’ll be highlighting some of the steps we’re taking to make your life easier. You can read about our range of new adviser-first features, learn more about Adviser edge, and see us stick to our promise of showing you service turnaround times. This is your October update.
This month we’re celebrating our inaugural Career connect graduates, reflecting on our first year of sponsorships, and bringing you some key news from around the business. This is your August update.