The new professional body is on track to commence operations and has released details of the membership transfer process
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Financial Advice New Zealand will be fully operational in just under two months, according to chair Sue Brown.
Arrangements are currently being made for founding members to join the new association, which will be ready for launch on the 1st July 2018. Founding associations NZFAA, PAA and IFA today shared the membership transfer process with members.
Members of founding associations will be invited to transfer their membership from the 18th May, and will benefit from the special founding member subscription pricing, which will apply until the 31st July 2018.
A web tool is currently in development to assist members with their transition, and is set to include an online declaration and sign-up form along with some practical information such as the Constitution, By Laws and FAQs. There will also be an online chat function and a queries line.
Financial Advice New Zealand is a new professional body which aims to bring ‘unprecedented collaboration, governance and independence to New Zealand’s financial advisory sector’, and has unveiled a number of initiatives including its quality mark, terms of reference for member advisory groups and an establishment budget and funding stream.
An update detailing pre-launch initiatives including the public website and member portal is expected later in May.
