So here we are!
Ten days until Christmas and just over two weeks to go until we welcome in the new year.
There’s no denying it’s been a tough year for many of us. Yet, amidst all the chaos that 2020 has brought, the focus on our customers has never been stronger and we thank you for that.
This month we‘ve largely focussed on how we can help you with preparing for the new regime, which is now only 3 months away...and we give you a heads up on what’s coming in the new year.
If you haven’t done so already, please complete our licensing questionnaire as soon as possible.
Understanding what your agency structure will be under the new regime is critical to allow us to keep accepting your new business and pay you commission.
If you need any support or have any questions then don’t hesitate to contact your BM or BAM.
Momentum is really building with Learning HQ!
There are 11 modules live and ready for you to complete and we’ll be releasing the final modules early 2021. Congrats to those who’ve already completed the current training modules, you’re over halfway there already!
Head to http://learning.fidelitylife.co.nz to get started.
Check out the guide to registering, or contact our Product Training Manager, Leigh Bennett, on 021 278 1491.
The FMA has released a handy decision tree which helps guide you through the steps you need to take according to your chosen licensing structure, in preparation for 15 March 2021.
There’s also information on setting yourself up as an Authorised Body (AB) if that’s what you decide to do.
FMA decision treeAnd lastly, a reminder that we’ve got options available to help customers who’ve been impacted by Covid-19 to keep their cover in place. More details on our website.
That’s it for our last newsletter for 2020.
Thanks again for everything you’ve done to look after our mutual customers through what has been a challenging year. We hope you and your whanau have a wonderful, rejuvenating break!
Look forward to working with you again in the new year!
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.