Disclosure Statement
(TAP Template)

The TAP team can help design your Disclosure Statement!

We have a standard template that we would use. Our team will gladly make minor adjustments to meet your preferences. However, if the template doesn’t meet your needs, you're able to design your Disclosure and provide it to us for use in your CRM.

Please fill in the below form with your details and we will get back to you as soon as we have created your Disclosure.

If you want to request Disclosures for Multiple Advisers, please click on the link below to auto- download our Multiple Advisers Template Sheet

Please fill in the details and email a copy of it to your TAP Onboarding Adviser or email it to info@tapnz.co.nz

Note: The sheet would automatically be downloaded when you click on the above button. Please check your 'Downloads' to view the file