The tool allows advice businesses to develop and document their business structure, policies and processes.
By using the tool advisers will be able to position their practices to meet emerging requirements around adviser licencing and enhance their practice’s business value, Partners Life and NZ Funds said.
The two businesses said, in a statement, that they believed in the value of advice and were focused on supporting financial advisers in New Zealand and providing services that enabled them to build and ruin highly efficient, effective and compliant practices.
Further development of the software is planned to enable it to meet the needs of advisory businesses providing investment advice, and further regulatory requirements relating to financial adviser licencing.
Partners Life and NZ Funds are making the software available free of charge to advisory businesses who have active relationships or agencies with each firm
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