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.
We’ve shared some important updates in the last few weeks so keen to do a quick recap.
We’re also wrapping up our end of financial year and will share details on that in time but suffice to say it’s been a busy year for everyone and we thank you for your efforts in supporting our customers throughout the last 12 months!
Distribution agreements and new commission model.
In case you missed it, we shared our updated Distribution Agreement last month and announced the launch of our new commission model starting 31 July 2021.
For applications submitted up to 31 July 2021 we’ll pay the commission rate that applied at the time of submission. All of the detail can be found on Adviser Hub.
Product training and accreditation.
Well done to all of you who have completed your accreditation. Remember, it’s a key requirement of your Distribution Agreement with us so it needs to be done ASAP.
Visit http://learning.fidelitylife.co.nz/ or contact your BM if you have any questions.
Desktop Apollo is being decommissioned.
From 31 July 2021 desktop Apollo will no longer be available. Instead you’ll need to access Apollo web.
To ease the transition, up until 30 July, you’ll still be able to access and submit existing illustrations as well as download and save any historic records you may need in future.
This is important if you want to keep any historical illustrations as desktop Apollo history won’t be available via the web version moving forward. The last illustrations you’ll be able to submit via desktop Apollo will be 30 July 2021.
Need help accessing Apollo web?
It’s easy to access, simply visit http://fidelitylife.co.nz/apollo and enter your password which is the same as your Adviser Centre login and then bookmark it to your favourites.
If you have any questions, please feel free to contact your BM/BAM.
Keeping in touch.
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.
And thanks to everyone who filled out our survey on our newsletter comms. It’s always good to sense check our approach to make sure it’s hitting the mark.
We got some great feedback which reinforces our plans to package and deliver the content you want in a slightly different way, so watch this space…
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.