Hit submit this September.
The countdown is now on to submit your full licence application by 30 September 2022. If you miss this FMA recommended timeline, you risk not having a licence granted by 15 March 2023.
No licence - no commission.
Without a valid licence it means you and anyone attached to an unlicensed FAP won’t have access to existing customer details, won’t be able to submit new business, or be eligible for commission.
What you need to do.
There are 3 licence types to choose from and 8 steps to apply for your licence. The FMA has some helpful resources to help you complete your application form. You can download the FAP full licence application kit or watch the video tutorial.
Submit your application form before 30 September 2022.
Building Better Businesses library.
Licensing workbooks.
Other useful links.
Are your circumstances changing?
Ensure your customers are looked after.
If you are planning to leave the industry, or have changed direction and now intend to be an Authorised Body or Financial Adviser of another FAP, please get in touch with your BM or our Adviser Care team. We’ll help ensure your customers continue to be supported if your circumstances are changing.
Join us in developing the next generation of financial advisers.
Learn more about Career connect.Adviser council expressions of interest close in 10 days.
Our Adviser council is designed to bring together a select group of advisers to discuss various aspects of our industry and provide counsel on Fidelity Life’s initiatives and propositions. Members will meet quarterly to discuss strategic issues, industry trends and to provide objective feedback and advice. Learn more about what’s involved.
Council member expressions of interest close on 30 September 2022.
Learning & development.
We’ve curated a range of resources to help you develop and enhance your knowledge, skills and competency. Through our Learning library access webinars, educational videos and BBB module podcasts.
Connect with customers when it matters most.
Check out our age milestones email template – making it even easier to connect with your customers when they’re reaching an age where they can increase their cover without providing new medical information.
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.