October 2025

• 02/10/2025: TAP Product & Provider Update

• 03/10/2025: Why good governance = Great business

• 10/10/2025: Stay ahead: Register now for the upcoming TAP Knowledge Exchange webinars

September 2025

• 02/09/2025: ANNOUNCEMENT - CRM Update - New Features for CAR & Document Management

• 19/09/2025: TAP Product & Provider Update

• 16/09/2025: TAP Tip: Sharpen your edge: What sets Asteron Life apart in 2025

• 25/09/2025: TAP Mortgage Product & Provider Update

• 30/09/2025: TAP Tip: Basecorp update: Products, pricing and preferred market insights

August 2025

• 06/08/2025: Upcoming TAP webinars – reserve your spot!

• 08/08/2025: TAP Product & Provider Update

• 08/08/2025: Join us Under the Dome – TAP Conference + Awards Night

• 14/08/2025: TAP Mortgage Product & Provider Update

• 22/08/2025: Final call: Don’t miss our annual conference at Auckland Museum 🎟

• 28/08/2025: TAP Mortgage Product & Provider Update

July 2025

• 03/07/2025: TAP Mortgage Product & Provider Update

• 08/07/2025: TAP Tip: Creating value: Tailoring solutions to client needs

• 15/07/2025: Fixed rates rolling over - GB

• 17/07/2025: TAP Mortgage Product & Provider Update

• 24/07/2025: TAP Tip: Exploring TAP's latest features

June 2025

• 03/06/2025: TAP Tip: Qualifying prospects separating interest from commitment

• 05/06/2025: TAP Mortgage Product & Provider Update

• 13/06/2025: TAP Tip: How to get ahead of your FAP return

• 16/06/2025: TAP Product & Provider Update

• 17/06/2025: 2 weeks to go, be in to WIN a $1000 travel voucher with Blanket Insurance!

• 19/06/2025: The 2024/ 2025 regulatory return period is here

• 19/06/2025: TAP Mortgage Product & Provider Update

• 23/06/2025: Reminder- register for ‘Championing Women in Advice

May 2025

• 01/05/2025: An update about invoicing

• 06/05/2025: Announcement - CRM Updates

• 06/05/2025: TAP Product & Provider Update

• 08/05/2025: TAP Mortgage Product & Provider Update

• 08/05/2025: More time, more chances to WIN with Blanket Insurance!

• 16/05/2025: TAP Conference is back for 2025!

• 19/05/2025: Action Required: Renew Your PI Cover for 2025/2026

• 20/05/2025: You're missing out!

• 21/05/2025: TAP Product & Provider Update

• 22/05/2025: TAP Mortgage Product & Provider Update

• 22/05/2025: TAP PI Group Scheme is up for renewal - interested?

• 23/05/2025: Quotemonster Pricing

• 21/05/2025: TAP Product & Provider Update

• 29/05/2025: TAP Mortgage Product & Provider Update

• 30/05/2025: TAP Tip: Understanding incentive regulations under COFI

April 2025

• 07/04/2025: TAP Product & Provider Update

• 07/04/2025: Reminder: Upcoming ASB webinar

• 08/04/2025: TAP Tip: How to offer more to your clients via F&G referrals

• 10/04/2025: Celebrating Naomi Ballantyne’s award and her impact on TAP members

• 10/04/2025: TAP Mortgage Product & Provider Update

• 22/04/2025: TAP Tip: ASB adviser update & introduction to Jon Sadler

March 2025

• 04/03/2025: TAP Knowledge Exchange webinars are back for 2025!

• 06/03/2025: TAP Product & Provider Update

• 10/03/2025: Championing Women in Advice

• 13/03/2025: TAP Mortgage Product & Provider Update

• 17/03/2025: Announcement - CRM Updates - March 2025

• 19/03/2024: TAP Tip: Uncovering client needs: The power of active listening and the pain funnel

• 21/03/2025: TAP Product & Provider Update

• 24/03/2025: Reminder: Secure your spot for Lend & Learn 2025

• 25/03/2025: Upcoming changes to Google Workspace pricing

• 27/03/2025: TAP Mortgage Product & Provider Update

February 2025

• 05/02/2025: New Feature Announcement - KiwiSaver & Life Online Advice Tool

• 11/02/2025: TAP Product & Provider Update

• 13/02/2025: Lend & Learn 2025 - Initial Invite 

• 13/02/2025: TAP Mortgage Product & Provider Update

• 20/02/2025: TAP Product & Provider Update

• 27/02/2025: TAP Mortgage Product & Provider Update

• 28/02/2025: Adviser Connect 2025 is back!

January 2025

• 16/01/2025: TAP Mortgage Product & Provider Update

• 23/01/2025: TAP Product & Provider Update

• 29/01/2025 Important update from TAP 

• 30/01/2025: TAP Mortgage Product & Provider Update

• 30/01/2025: Introducing Helpdesk: Your new TAP CRM support tool

• 31/01/2025: Announcement - CRM Updates: KOAT V2, Mortgages & AI PDF Reader

December 2024

• 03/12/2024: Don’t miss Pepper Money’s Christmas webinar!

• 05/12/2024: TAP Mortgage Product & Provider Update

• 09/12/2024: Plan ahead for the holidays! TAP's holiday closedown details

• 11/12/2024 Save time with TAP's new AI Document Reader

• 12/12/2024: TAP Product & Provider Update

• 20/12/2024: TAP Mortgage Product & Provider Update

• 20/12/2024: Announcement - Introducing Custom Dashboards to myTAPapp

November 2024

• 07/11/2024: TAP Mortgage Product & Provider Update

• 12/11/2024: TAP Tip: Introducing Equiti: Transform Your Clients’ New-Build Property Experience

• 14/11/2024: TAP Product & Provider Update

• 21/11/2024: TAP Mortgage Product & Provider Update

• 25/11/2024: Introducing Insider Insights – Featuring Naomi Ballantyne on Successful Succession

• 26/11/2024: TAP Tip: Driving growth & efficiency: Mastering CRM and compliance

• 29/11/2024: TAP Product & Provider Update

October 2024

• 02/10/2024: Announcement - CRM Update

• 07/10/2024: Introducing Bizcap: TAP's latest referral partner for SME loans

• 09/10/2024: TAP Product & Provider Update

• 09/10/2024: TAP Tip: Unlock the Secrets to Better Client Conversations with Sandler Methodology

• 10/10/2024: TAP Mortgage Product & Provider Update

• 15/10/2024: Meet TAP's latest referral partner, equiti!

• 16/10/2024: TAP Tip: Discover How Innovative Lending Transforms Client Relationships

• 17/10/2024: Announcement - CRM Update - Claims Process

• 18/10/2024: *New Feature* CAR Launch!

• 21/10/2024: Introducing myTAPapp

• 22/10/2024: Key updates on FANZ and recent government decisions impacting mortgage advisers

• 24/10/2024: TAP Product & Provider Update

• 25/10/2024: TAP Mortgage Product & Provider Update

• 29/10/2024: TAP Tip: Unlocking New Horizons: Discover the Latest CRM Innovations!

• 30/10/2024: Introducing GEM by Latitude – TAP's lending partner for consumer personal loans!

• 31/10/2024: TAP Product & Provider Update

September 2024

• 02/09/2024: TAP Mortgage Product & Provider Update

• 04/09/2024: Announcement - CRM Update

• 09/09/2024: Personal update for Geoff Bawden and support during his absence

• 12/09/2024: TAP Product & Provider Update

• 15/09/2024: TAP Mortgage Product & Provider Update

• 17/09/2024: TAP Tip: Discover how Loan Options Ai can benefit your clients and grow your business

• 18/09/2024: Don’t forget to refer and enjoy 3 months of free TAP CRM access!

• 26/09/2024: Don’t miss out - What you can look forward to at TAP Conference!

• 26/09/2024: TAP Mortgage Product & Provider Update

• 27/09/2024: Encouraging mortgage advisers to join us for TAP Conference 2024

August 2024

• 01/08/2024: Important: Microsoft server issue affecting TAP CRM access

• 01/08/2024: Refer an adviser and you'll both enjoy TAP CRM free for 3 months!

• 05/08/2024: TAP Mortgage Product & Provider Update

• 08/08/2024: TAP Product & Provider Update

• 21/08/2024: Announcement - CRM Update

• 21/08/2024: TAP Product & Provider Update

• 22/08/2024: Best practice for handling customer complaints

• 23/08/2024: Meet TAP's latest referral partner!

• 26/08/2024: Don’t miss out - Exciting updates about TAP Conference 2024!

• 27/08/2024:  Important update: Bluestone Home Loans exiting New Zealand market

• 28/08/2024: TAP Tip: Unlock Next-Level Efficiency: See What’s New & Transform Your Workflow

• 29/08/2024: TAP Product & Provider Update

July 2024

• 03/07/2024: TAP Mortgage Product & Provider Update

• 09/07/2024: TAP Tip: Boost Your Business: Unlock Success with Our Game-Changing System

• 11/07/2024: TAP Product & Provider Update

• 11/07/2024: TAP Mortgage Product & Provider Update

• 22/07/2024: TAP Product & Provider Update

• 23/07/2024: TAP Tip: Discover How to Master the Art of Supporting Vulnerable Clients

• 24/07/2024: TAP Announcement - Weather Conditions

• 26/07/2024: Announcement - CRM Update

June 2024

• 07/07/2024: TAP Product & Provider Update

• 11/07/2024: Important notice: Upcoming CRM system outage

• 12/07/2024: Naomi Ballantyne joins The Adviser Platform board

• 17/06/2024: Announcement - CRM Update

• 20/06/2024: Reminder: Upcoming CRM system outage

• 20/06/2024: TAP Product & Provider Update

• 24/06/2024: Important update: Resimac NZ shutting new business operations

• 25/06/2024: TAP Tip: 5 Ways to Boost Your Business with Blanket’s Game-Changing Services

• 25/06/2024:  Important notice: Adviser Attestations

• 26/06/2024: You're Invited: TAP Conference 2024!

May 2024

• 03/05/2024: TAP Mortgage Product & Provider Update

• 03/05/2024: TAP Product & Provider Update

• 09/05/2024: TAP Product & Provider Update

• 10/05/2024: Exciting Announcement: Upgrade to the Referral Feature in the CRM!

• 14/05/2024: TAP Tip: Boost Referrals, Serve Clients, and Diversify with KiwiSaver

• 15/05/2024: You're invited to TAP Adviser Connect 2024!

• 16/05/2024: TAP Mortgage Product & Provider Update

• 28/05/2024: TAP Tip: Unlocking the Potential of Health Insurance: Strategies for Improved Client Interactions

• 30/05/2024: Introducing the TAP Adviser Steering Committee

• 31/05/2024: TAP Mortgage Product & Provider Update

April 2024

• 02/04/2024: TAP Product & Provider Update

• 05/04/2024: TAP Mortgage Product & Provider Update

• 08/04/2024:  Mark your calendar for next quarters TAP Knowledge Exchange webinars!

• 11/04/2024: TAP Product & Provider Update

• 23/04/2024: TAP bids farewell to Myles!

• 24/04/2024: TAP CRM Updates - What's New?

• 24/04/2024: TAP Mortgage Product & Provider Update

• 26/04/2024: TAP Tip: Enhancing Client Trust: Effective Complaint Management Strategies for Financial Advisers

• 30/04/2024:  TAP Tip: Unveiling New Features in Quotemonster: Business Risk and Market Insights

March 2024

• 01/03/2024: Major Update: Introducing the Life Online Advice Tool V2

• 04/03/2024: Your invited to a TAP x Q Group Lend & Learn

• 05/03/2024: TAP Tip: Maximising client value and revenue through the Tower Insurance referral partnership

• 07/03/2024: TAP Mortgage Product & Provider Update

• 08/03/2024: TAP CRM Updates - What’s New? 

• 18/03/2024: TAP Product & Provider Update

• 19/03/2024: TAP Tip: Navigating FAP Regulatory Returns: Insights and Strategies for Compliance Success

February 2024

• 01/02/2024: TAP Product & Provider Update

• 08/02/2024: Manage your professional development with the TAP Knowledge Exchange!

• 08/02/2024: TAP Mortgage Product & Provider Update

• 15/02/2024: TAP Product & Provider Update

• 20/02/2024: TAP Tip: Manage your team and business better with the latest CRM updates

• 28/02/2024: TAP Mortgage Product & Provider Update

January 2024

• 14/01/2024: TAP Mortgage Product & Provider Update

• 19/01/2024: TAP Product & Provider Update

• 23/01/2024: Important notice: Upcoming CRM system outage

• 26/01/2024: Reminder: Upcoming CRM system outage

• 29/01/2024: Major update to assigning adviser services in TAP CRM

December 2023

• 07/12/2023: TAP Product & Provider Update

• 11/12/2023: Happy Holidays from TAP!

• 14/12/2023: TAP Mortgage Product & Provider Update

• 18/12/2023: Thanks for your support in 2023

• 21/12/2023: TAP Product & Provider Update

November 2023

• 03/11/2023: TAP Mortgage Product & Provider Update

• 07/11/2023: TAP Talks Mortgages: Webinar Reminder

• 09/11/2023: TAP Product & Provider Update

• 15/11/2023: TAP Talks Mortgages: non-bank lending key insights

• 16/11/2023: TAP Mortgage Product & Provider Update

• 17/11/2023: *New Feature* Professional Development Tracking in the CRM

• 18/11/2023: TAP Tip: Be a power user of the Quotemonster platform

• 23/11/2023: TAP Product & Provider Update

• 24/11/2023: Improved Next Review Date Feature in the CRM

• 30/11/2023: TAP Mortgage Product & Provider Update

October 2023

• 02/10/2023: Introducing TAP Adviser Kickstart

• 04/10/2023: More masterclasses added + this week's TAP Knowledge Exchanges

• 06/10/2023: TAP Mortgage Product & Provider Update

• 10/10/2023: TAP Tip: What to expect when you are expecting an audit - Part Two

• 13/10/2023: TAP Product & Provider Update

• 20/10/2023: TAP Mortgage Product & Provider Update

• 26/10/2023: TAP Product & Provider Update

• 7/11/23: TAP Talks Mortgages: Webinar Series - Non-Bank Lending

• 7/11/23: Mortgage Aggregation Promotion

September 2023

• 28/09/2023: TAP Tip: Accounting - Common Pitfalls For An Adviser Business

• 14/09/23: TAP Product & Provider Update

• 18/09/2023: What you can look forward to at TAP Conference '23!

• 12/09/2023: TAP Tip: The basics of a strong complaint-handling process.

August 2023

• 01/08/2023: TAP Tip: TAP into Success with FMA Preparation Tips!

• 03/08/2023: TAP Product & Provider Update

• 10/08/2023: Have you RSVP'd to TAP Conference '23 yet?

• 15/08/2023: TAP Tips:  Become an Advice Pipeline Power User

• 17/08/2023: TAP Product & Provider Update

• 29/08/2023: TAP Tip: What to expect when you are expecting an audit - Part One

• 31/08/2023: TAP Product & Provider Update - Updated

July 2023

• 04/07/2023: TAP Tip: Learn how to streamline client reviews with the LOAT Tool

• 07/07/2023: TAP Product & Provider Update

• 11/07/2023: Secured your spot for the TAP Knowledge Exchange?

• 18/07/2023: TAP Product & Provider Update

• 21/07/2023: TAP CRM Updates - What's New?

• 24/07/2023: TAP Tip: Master Your FAP Regulatory Returns

June 2023

• 06/06/2023: TAP Tip: Be a power user of the CRM!

• 08/06/2023: TAP Product & Provider Update

• 19/06/2023: You're invited to TAP Conference 2023!

• 20/06/2023: TAP Tip: Learn about Blanket's F&G referral service

• 21/06/2023: TAP Product & Provider Update

• 27/06/2023: The start of the first regulatory report period!

• 29/06/2023: Secured your spot for the TAP Knowledge Exchange?

• 04/07/2023: TAP Tip: Learn how to streamline client reviews with the LOAT Tool

• 07/07/2023: TAP Product & Provider Update

May 2023

• 02/05/2023: TAP Tip: Using the Mortgage Widgets

• 11/05/2023: Join us for 'TAP Knowledge Exchange'- fortnightly bite-sized masterclasses

• 12/05/2023: TAP Product & Provider Update

• 16/05/2023: TAP Tip: Using the L&R Commission Tracker Widget

• 17/05/2023: Reminder: Blanket's referral service

• 25/05/2023: TAP Product & Provider Update

• 30/05/2023: TAP CRM Updates - What's New?

April 2023

• 04/04/2023: TAP Tip: Using the Pipeline Widget

• 06/04/2023: TAP Product & Provider Update

• 11/04/2023: TAP Tip: Using the Goal Track Widgets

• 21/04/2023: TAP Tip: Using API Stats Widgets

• 26/04/2023: TAP Tip: More on Using the API Stats Widgets

March 2023

• 02/03/2023: TAP Product & Provider Update

• 03/03/2023: Let TAP help you with your regulatory returns

• 07/03/2023:  TAP Tip: Welcome to our Investment Fund tour!

• 07/03/2023: You're Invited: TAP Adviser Connect

• 09/03/2023: TAP Product & Provider Update

• 14/03/2023: TAP Tip: Don't forget the Provide Feedback button!

• 16/03/2023: TAP Product & Provider Update

• 16/03/2023: Reminder to sign up for TAP Adviser Connect

• 21/03/2023: TAP Tip: Linking to Calendar

• 23/03/2023: TAP Product & Provider Update

• 28/03/2023: TAP Tip: Dashboard Widgets

• 30/03/2023: TAP Product & Provider Update

• 31/03/2023: TAP expands mortgage offering with the acquisition of Q Group

February 2023

• 02/02/2023: TAP Product & Provider Update

• 07/02/2023: TAP Tip: Welcome to our L&R Policy tour!

• 09/02/2023: TAP Product & Provider Update

• 14/02/2023: TAP Tip: Welcome to our Mortgage Policy tour!

• 16/02/2023: TAP Product & Provider Update

• 21/02/2023: TAP Tip: Welcome to our Fire & General Policy tour!

• 22/02/2023: Do you need a Disclosure Document template? TAP can help!

• 23/02/2023: TAP Product & Provider Update

• 28/02/2023: TAP Tip: Welcome to our KiwiSaver Fund tour!

January 2023

• 17/01/2023: TAP Tip: Ending an Incomplete Advice Process

• 19/01/2023: TAP Product & Provider Update

• 24/01/2023: TAP Tip: Ending the Complete Advice Process

• 26/01/2023: TAP Product & Provider Update

• 31/01/2023: TAP CRM Updates - What's New?

• 31/01/2023: TAP Tip: Complaints Register

December 2022

• 01/12/2022: TAP Product & Provider Update 

• 02/12/2022: TAP CRM Updates - What's New?

• 13/12/2022: Happy Holidays CRM Email 

• 14/12/2022: Happy Holidays from TAP!

• 15/12/2022: TAP Product & Provider Update 

• 16/12/2022: TAP CRM Updates - What's New?

• 19/12/2022: 2022 - What a year for TAP!

• 20/12/2022: TAP Tip: Secondary Contacts

November 2022

• 02/11/2022: Are  you after some training? 

• 03/11/2022: TAP Product & Provider Update 

• 04/11/2022: TAP CRM Updates - What's New?

• 08/11/2022: Don't forget to attend the LOAT training today! 

• 08/11/2022: The TAP Conference is almost here! 

• 10/11/2022: TAP Product & Provider Update

• 15/11/2022: Don't forget to attend the MOAT training today!

• 17/11/2022: TAP Product & Provider Update 

• 24/11/2022: TAP Product & Provider Update

• 28/11/2022: Thanks for stopping by the TAP Conference last week!

October 2022

• 04/10/2022: Are you ready for the LOAT Training Session? 

• 05/10/2022: Do you need some MOAT Training? 

• 06/10/2022: TAP Product & Provider Update

• 07/10/2022: TAP CRM Updates - What's New? 

• 11/10/2022: MOAT Training has been rescheduled!

• 13/10/2022: TAP Product & Provider Update 

• 13/10/2022: Don't forget to attend the MOAT training today! 

• 18/10/2022: MOAT Video Series

• 20/10/2022: TAP Product & Provider Update 

• 21/10/2022: TAP CRM Updates - What's New? 

• 25/10/2022: LOAT Userguide Update! 

• 26/10/2022: The TAP Conference is coming up! 

• 27/10/2022: TAP Product & Provider Update

September 2022

• 01/09/2022: TAP Webinar: Real complaint case studies - what can we learn?

• 01/09/2022: TAP Product & Provider Update

• 02/09/2022: TAP CRM Updates - What's New?

• 07/09/2022: TAP Tip: Linking other documents to SOA in LOAT

• 08/09/2022: TAP Product & Provider Update

• 12/09/2022: TAP Conference 2022 - You're invited!

• 14/09/2022: Post TAP Webinar: Real complaint case studies

• 15/09/2022: TAP Product & Provider Update

• 16/09/2022: TAP CRM Updates - Whats new?

• 20/09/2022: Provide CRM Feedback

• 22/09/2022: TAP Product & Provider Update

• 27/09/2022: TAP Tip: Missing Documents

• 28/09/2022: Do you want to attend a LOAT Training Session? 

• 29/09/2022: TAP Product & Provider Update

August 2022

• 04/08/2022: TAP Product & Provider Update

• 10/08/2022: TAP CRM Updates - What's New?

• 11/08/2022: TAP Product & Product Update

• 17/08/2022: Introducing our new Mortgage Online Advice Tool

• 18/08/2022: TAP Product & Provider Update

• 19/08/2022: TAP CRM Updates - What's New?

• 25/08/2022: TAP Product & Provider Update

July 2022

• 07/07/2022: TAP Product & Provider Update 

• 13/07/2022: TAP x AIA Webinar - Lessons you can learn from sport

• 14/07/2022: TAP CRM Updates - What's New?

• 14/07/2022: TAP Product & Provider Update 

• 21/07/2022: TAP Product & Provider Update

• 28/07/2022: TAP Product & Provider Update

June 2022

• 02/06/2022: TAP Product & Provider Update

• 03/06/2022: Introducing our new Compliance service!

• 07/06/2022: TAP Tip: Client - Quick Add

• 10/06/2022: TAP CRM Updates - What's New?

• 16/06/2022: TAP Product & Provider Update

• 22/06/2022: TAP PI Scheme Discounted Cover - Don't Miss Out!

• 23/06/2022: TAP Product & Provider Update

• 30/06/2022: TAP CRM Updates - What's New?

May 2022

• 05/05/2022: TAP Product & Provider Update

• 06/05/2022: TAP CRM Updates - What's New?

• 12/05/2022: TAP Product & Provider Update

• 19/05/2022: TAP Product & Provider Update

• 26/05/2022: TAP Product & Provider Update

• 31/05/2022: TAP Tip: Advice Process Overview

April 2022

• 07/04/2022: TAP Product & Provider Update 

• 07/04/2022: TAP CRM Updates - What's New?

• 14/04/2022: TAP Product & Provider Update

• 19/04/2022: Transferring or Copying a Secondary Contact

• 21/04/2022: TAP Product & Provider Update

• 28/04/2022: TAP Product & Provider Update

March 2022

• 10/03/2022: TAP Product & Provider Update 

• 11/03/2022: Licensing Support early bird pricing expires this month! 

• 17/03/2022: TAP Product & Provider Update

• 24/03/2022: TAP Product & Provider Update

• 31/03/2022: TAP Product & Provider Update 

February 2022

• 03/02/2022: TAP Product & Provider Update

• 09/02/2022: The TAP x AIA Licensing & Wellbeing Roadshow is tomorrow! 

• 10/02/2022: TAP Product & Provider Update

• 15/02/2022: TAP's Additional Services

• 17/02/2022: TAP Product & Provider Update

• 24/02/2021: TAP Product & Provider Update

• 25/02/2022: TAP CRM Updates - What's New?

• 28/02/2022: Introducing TAP's Client Review Calling service

January 2022

• 12/01/2022: The TAP New Year function is coming up fast!

• 18/01/2022: You're Invited: TAP x AIA Licensing & Wellbeing Roadshow

• 20/01/2022: TAP Product & Provider Update

• 24/01/2022:  TAP New Year Function - POSTPONED

• 26/01/2022: UPDATE: TAP x AIA Licensing & Wellbeing Roadshow

• 27/01/2022: TAP Product & Provider Update

• 28/01/2022: TAP CRM Updates - What's New?

December 2021

• 02/12/2021: TAP Product and Provider Update

• 03/12/2021: TAP COVID-19 Policy

• 03/12/2021: TAP New Year Party 2022

• 04/12/2021: TAP CRM Updates - What's New?

• 09/12/2021: TAP Product & Provider Update

• 15/12/2021: Have you put in your RSVP for the TAP New Year function yet?

• 16/12/2021: TAP Product & Provider Update

• 21/12/2021: 2021 - What a year for TAP! 

• 21/12/2021: TAP CRM Updates - What's New?

November 2021

• 01/11/2021: TAP CRM Updates - What's New?

• 04/11/2021: TAP Product & Provider Update

• 11/11/2021: TAP Product & Provider Update

• 12/11/2021: TAP Talk - 17th November - Using the Platform to keep you safe

• 13/11/2021: TAP CRM Updates - What's New?

• 17/11/2021: TAP Talk today at 10:30am

• 18/11/2021: TAP Product & Provider Update

• 19/11/2021: TAP Talk - Using the Platform to keep you safe

• 23/11/2021: Happy Holidays from TAP!

• 25/11/2021: TAP Product & Provider Update

October 2021

• 07/10/2021: TAP Product & Provider Update 

• 11/10/2021: TAP CRM Updates - What's New?

• 13/10/2021: TAP Adviser Academy Round 3 - Save the date! 

• 14/10/2021: TAP Product & Provider Update

• 21/10/2021: TAP Product & Provider Update

• 28/10/2021: TAP Product & Provider Update

September 2021

• 02/09/2021: TAP Product & Provider Update 

• 08/09/2021: Let us take care of the FAP Full License process 

• 09/09/2021: TAP Product & Provider Update 

• 13/09/2021: Introducing our new Life Online Advice Tool 

• 14/09/2021: Where to find the TAP Tips & Newsletter Emails

• 23/09/2021: TAP Product & Provider Update

• 24/09/2021: TAP CRM Updates - What's New?

• 30/09/2021: TAP Product & Provider Update

August 2021

• 05/08/2021: TAP Product & Provider Update

• 09/08/2021: Newsletters/One-off Campaigns

• 12/08/2021: TAP Product & Provider Update 

• 19/08/2021: TAP Product & Provider Update

• 20/08/2021: Would you like help with Full Licensing?

• 26/08/2021: TAP Product & Provider Update

July 2021

• 01/07/2021: TAP Product & Provider Update

• 08/07/2021: TAP Product & Provider Update

• 15/07/2021: Is your record-keeping up to scratch?

• 21/07/2021: Introducing the new SOA tool!

• 22/07/2021: TAP CRM Outage tonight

• 22/07/2021: TAP Product & Provider Update

• 22/07/2021: TAP CRM Outage tonight - RESCHEDULED

• 29/07/2021: TAP Product & Provider Update

June 2021

• 9/06/2021: Are you tapping into all we can offer? 

• 14/06/2021: Last call for TAP Adviser Academy Round 2!

• 16/06/2021: TAP Product & Provider Update

• 22/06/2021: Are you at risk?

• 23/06/2021: TAP Professional Indemnity Scheme Update

• 24/06/2021: TAP Product & Provider Update

May 2021

• 18/05/2021: Need a new website? TAP can help!

• 19/05/2021: Have you booked your file review yet?

• 20/05/2021: Have you remembered to update the FSPR?

April 2021

• 07/04/2021: TAP CRM Outage tonight

• 23/04/2021: TAP CRM Outage tonight

• 27/04/2021: TAP Adviser Academy Round 2 is open!

March 2021

• 03/03/2021: Limited spaces for file reviews - book yours now!

• 17/03/2021: Discount for TAP members for Level 5 Certificate

• 19/03/2021: What's on your TAP wish list this year?

• 23/03/2021: One week into transitional licensing - how are you doing?

February 2021

• 15/02/2021: One month until the new regime - are you ready?

• 24/02/2021: Important changes to disclosure

• 25/02/2021: TAP CRM Update - What's new? 

• 26/02/2021: TAP CRM Update - Complaints Register

January 2021

• 14/01/2021:  Welcome to 2021!

• 19/01/2021: TAP CRM Outage - Wednesday 20 January

December 2020

• 02/12/2020: TAP Tips - Dashboard Widgets 

• 08/12/2020: TAP CRM Outage - Wednesday 9 December

• 09/12/2020: TAP Tips - Filtering your pipeline

• 15/12/2020: Happy Holidays from TAP!

• 16/12/2020: TAP Tips - Personalising your pipeline

• 16/12/2020: TAP Adviser Academy - Key Dates

• 21/12/2020: Merry Christmas from the team at TAP!

November 2020

• 03/11/2020: TAP Christmas Party - You're Invited!

• 10/11/2020: Partners Life Arrears Process Change 

• 10/11/2020: TAP CRM Outage - Wednesday 11 November 

• 12/11/2020: TAP CRM Update - New Automated Emails 

• 17/11/2020: Are you FAP-ready yet? 

• 18/11/2020: TAP Tips - How to use Google People accounts 

• 24/11/2020: The TAP Adviser Academy is almost full! 

• 25/11/2020: TAP Tips - Unauthorised access in the CRM 

October 2020

• 20/10/2020: Transitional licensing workshop 

• 21/10/2020: Is your advice process up to scratch?