Do-able marketing strategies, to enhance and promote your business.
Our new addition to the Support & Training section on Adviser Hub, Mark it, is a suite of materials curated to support you to deliver impactful communication, at different stages of your marketing strategy and to different audiences.
Explore our communication templates, how-to-guides and marketing content. Make sure you bookmark the page to stay up-to-date with new content.
Explore Mark it.We’ve updated our application forms to make them more relevant to customers today.
We’ve streamlined our questions so that they’re easier for customers to understand and in turn, provide the right information we need. We’ve added in new health history questions including questions on COVID-19.
With an understanding of how customers review documents today, customers can now complete and sign our risk application forms on screen. Signatures can be drawn straight on the editable form using a touch screen or inserted as an image. Please note: we don’t accept typed signatures.
Our updates smooth the administration process and support you in your service.
It Starts with Action.
We’re proud to support the FSC It Starts with Action campaign – a collective initiative to grow women’s financial wellbeing in New Zealand.
Important reminder.
Earlier this year we communicated your responsibilities around meeting the standard of competence, knowledge and skill ahead of approaching deadlines.
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.