Financial Advice Provider Services Limited provides services to financial advice businesses (and their advisers) in New Zealand that hold a Financial Advice Provider License under the FMC Act which regulates the giving of a financial advice service to consumers. Our business provides a range services to enable FAP License holders to meet their regulatory obligations and duties. Our proposition includes:
1) a leading cloud technology platform which provides the environment for client management, undertaking advice to customers, smart document generation (statements of advice) document storage, sales pipeline management , reporting, automated workflows for managing activities related to customer services, advice audits
2) a Learning Management System for delivering training, developing and maintaining professional development plans, maintaining CPD records
3) Adviser Training programmes and Business Development support
Financial Advice Provider Services Limited provides a comprehensive , complete, modern solution to enable FAP License Holder businesses to safely meet their duties under the FMC Act (NZ) but it also enables them to meet some of the challenges (and opportunities) of engaging with customers through remote technology and operating their business with the option to have staff in remote locations.
Our sales proposition is B2B and requires professional consultative selling.
Our clients need to feel confident and safe that a partnership with our business will enable them to operate their businesses compliantly in a highly regulated sector.
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