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Adding a new Adviser to your FAP? That's exciting!
Adding a new Adviser to your FAP? That's exciting!
Here’s what you’ll need to do on the TAP side to get them onboarded into your CRM:
*Mandatory- Submit the form above to add the Adviser as a new user in your CRM
*Optional: If you’d like TAP’s assistance drafting a disclosure for the new adviser, please complete the form above
*If applicable: If your PI cover is with TAP and you’d like to add the new adviser, please provide their details for inclusion.
*If applicable: If you're part of the TAP Group scheme via FDRS, we’ll need the relevant details to get the adviser added.
*Optional: If you'd like to apply the TAP discount on Quotemonster for the new adviser, please share their Quotemonster email address for the account
*Optional: If you’re onboarding a new Mortgage Adviser and would like them to be added to TAP’s Mortgage Aggregation, please email us at qgroup@tapnz.co.nz
Click on the boxes above to view and submit the form or email info@tapnz.co.nz if you have any further questions
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