If you've added a new adviser to your FAP and already have existing PI cover with TAP, and would like to include the new adviser under your FAP's PI policy, please provide the following information to info@tapnz.co.nz:
FAP Name:
Adviser Name (As on FSPR):
Adviser's FSP Number:
Expected Turnover: $ (Please confirm the expected increase in revenue for 2025/2026 for your FAP with this additional adviser?)
Business Activities: (Example: L&R 60%, Mortgages 15%, KiwiSaver 20% & Domestic F&G 5%)
Does the adviser have current PI cover: (If Yes, please provide more details- Which provider, expiry etc)
Confirmation of claims and convictions:
Commencement Date: