Calendar

Jun
17
Mon
New Adviser Training Course @ online
Jun 17 @ 9:00 am – Jun 19 @ 4:00 pm
Expressions of interest now open for Partners Life three-day New Adviser Training Course.
The online course is taught by industry leaders who encourage discussions and debates to reinforce the learning syllabus. Closing date for registration is Wednesday 15 May 2024.
Eligibility criteria
To be eligible for entry into the New Adviser Training Course please ensure the following criteria is met:
• Is Level 5 qualified or near completion
• Your sub-adviser has less than 12 months industry experience
• Your sub-adviser is registered on the Financial Services Provider Register (FSPR)
If your sub-adviser meets the above criteria and is approved by Partners Life, access will be provided to the pre-requisite eLearn modules (note that these must be completed one week prior to the course start date).

Click here for the for schedule.

Jun
18
Tue
Webinar – Licensing and Advice Obligations for FAPs @ Online
Jun 18 @ 9:00 am – 11:00 am

Mark Banicevich and Andrew Cuttriss of Partners Life will be hosting a webinar on Licensing and Advice Obligations over two days, 18 and 19 June, 9am-11am.

This webinar is targeted at FAPs with up to 10 financial advisers, particularly for FAP principals and compliance officers. The session covers opportunities for FAPs, governance and risk management, licensing obligations, advice compliance, and FAP compliance.

Jul
23
Tue
Quotemonster Roadshow 2024 – 17 locations @ Various
Jul 23 @ 9:15 am – 11:00 am

The Quotemonster Roadshow is back, with a nationwide tour planned during July and August taking in 17 venues.

Check out 200-plus updated products researched including: the latest business insurance research, group health insurance research, and legacy products.

Click on a link below to register for your town.

  1. Taupo – 23 July
  2. Tauranga – 24 July
  3. Hamilton – 25 July
  4. West – Auckland – 30 July
  5. Christchurch – 31 July
  6. Invercargill – 1 August
  7. East/Central – Auckland – 6 August
  8. Napier – 7 August
  9. Palmerston North – 8 August
  10. Wellington – 13 August
  11. New Plymouth – 14 August
  12. Queenstown – 20 August
  13. Dunedin – 21 August
  14. South – Auckland – 22 August
  15. Whangarei – 27 August
  16. North – Auckland – 28 August
  17. Nelson – 29 August

Stay safe with new Regtech: Discover how Checkmonster, Premium History Reports, and Company reports can keep SOAs compliant.

Expanded offer: Explore how to tackle new opportunities with business insurance SOAs and details on staying compliant while advising on existing business.

Learn how to save time in creating effective comparisons and recommendations, and drive your business forward.

Jul
24
Wed
Quotemonster Roadshow 2024 – 17 locations @ Various
Jul 24 @ 9:15 am – 11:00 am

The Quotemonster Roadshow is back, with a nationwide tour planned during July and August taking in 17 venues.

Check out 200-plus updated products researched including: the latest business insurance research, group health insurance research, and legacy products.

Click on a link below to register for your town.

  1. Taupo – 23 July
  2. Tauranga – 24 July
  3. Hamilton – 25 July
  4. West – Auckland – 30 July
  5. Christchurch – 31 July
  6. Invercargill – 1 August
  7. East/Central – Auckland – 6 August
  8. Napier – 7 August
  9. Palmerston North – 8 August
  10. Wellington – 13 August
  11. New Plymouth – 14 August
  12. Queenstown – 20 August
  13. Dunedin – 21 August
  14. South – Auckland – 22 August
  15. Whangarei – 27 August
  16. North – Auckland – 28 August
  17. Nelson – 29 August

Stay safe with new Regtech: Discover how Checkmonster, Premium History Reports, and Company reports can keep SOAs compliant.

Expanded offer: Explore how to tackle new opportunities with business insurance SOAs and details on staying compliant while advising on existing business.

Learn how to save time in creating effective comparisons and recommendations, and drive your business forward.

Jul
25
Thu
Quotemonster Roadshow 2024 – 17 locations @ Various
Jul 25 @ 9:15 am – 11:00 am

The Quotemonster Roadshow is back, with a nationwide tour planned during July and August taking in 17 venues.

Check out 200-plus updated products researched including: the latest business insurance research, group health insurance research, and legacy products.

Click on a link below to register for your town.

  1. Taupo – 23 July
  2. Tauranga – 24 July
  3. Hamilton – 25 July
  4. West – Auckland – 30 July
  5. Christchurch – 31 July
  6. Invercargill – 1 August
  7. East/Central – Auckland – 6 August
  8. Napier – 7 August
  9. Palmerston North – 8 August
  10. Wellington – 13 August
  11. New Plymouth – 14 August
  12. Queenstown – 20 August
  13. Dunedin – 21 August
  14. South – Auckland – 22 August
  15. Whangarei – 27 August
  16. North – Auckland – 28 August
  17. Nelson – 29 August

Stay safe with new Regtech: Discover how Checkmonster, Premium History Reports, and Company reports can keep SOAs compliant.

Expanded offer: Explore how to tackle new opportunities with business insurance SOAs and details on staying compliant while advising on existing business.

Learn how to save time in creating effective comparisons and recommendations, and drive your business forward.

Jul
30
Tue
Quotemonster Roadshow 2024 – 17 locations @ Various
Jul 30 @ 9:15 am – 11:00 am

The Quotemonster Roadshow is back, with a nationwide tour planned during July and August taking in 17 venues.

Check out 200-plus updated products researched including: the latest business insurance research, group health insurance research, and legacy products.

Click on a link below to register for your town.

  1. Taupo – 23 July
  2. Tauranga – 24 July
  3. Hamilton – 25 July
  4. West – Auckland – 30 July
  5. Christchurch – 31 July
  6. Invercargill – 1 August
  7. East/Central – Auckland – 6 August
  8. Napier – 7 August
  9. Palmerston North – 8 August
  10. Wellington – 13 August
  11. New Plymouth – 14 August
  12. Queenstown – 20 August
  13. Dunedin – 21 August
  14. South – Auckland – 22 August
  15. Whangarei – 27 August
  16. North – Auckland – 28 August
  17. Nelson – 29 August

Stay safe with new Regtech: Discover how Checkmonster, Premium History Reports, and Company reports can keep SOAs compliant.

Expanded offer: Explore how to tackle new opportunities with business insurance SOAs and details on staying compliant while advising on existing business.

Learn how to save time in creating effective comparisons and recommendations, and drive your business forward.

Jul
31
Wed
Quotemonster Roadshow 2024 – 17 locations @ Various
Jul 31 @ 9:15 am – 11:00 am

The Quotemonster Roadshow is back, with a nationwide tour planned during July and August taking in 17 venues.

Check out 200-plus updated products researched including: the latest business insurance research, group health insurance research, and legacy products.

Click on a link below to register for your town.

  1. Taupo – 23 July
  2. Tauranga – 24 July
  3. Hamilton – 25 July
  4. West – Auckland – 30 July
  5. Christchurch – 31 July
  6. Invercargill – 1 August
  7. East/Central – Auckland – 6 August
  8. Napier – 7 August
  9. Palmerston North – 8 August
  10. Wellington – 13 August
  11. New Plymouth – 14 August
  12. Queenstown – 20 August
  13. Dunedin – 21 August
  14. South – Auckland – 22 August
  15. Whangarei – 27 August
  16. North – Auckland – 28 August
  17. Nelson – 29 August

Stay safe with new Regtech: Discover how Checkmonster, Premium History Reports, and Company reports can keep SOAs compliant.

Expanded offer: Explore how to tackle new opportunities with business insurance SOAs and details on staying compliant while advising on existing business.

Learn how to save time in creating effective comparisons and recommendations, and drive your business forward.

Aug
1
Thu
Quotemonster Roadshow 2024 – 17 locations @ Various
Aug 1 @ 9:15 am – 11:00 am

The Quotemonster Roadshow is back, with a nationwide tour planned during July and August taking in 17 venues.

Check out 200-plus updated products researched including: the latest business insurance research, group health insurance research, and legacy products.

Click on a link below to register for your town.

  1. Taupo – 23 July
  2. Tauranga – 24 July
  3. Hamilton – 25 July
  4. West – Auckland – 30 July
  5. Christchurch – 31 July
  6. Invercargill – 1 August
  7. East/Central – Auckland – 6 August
  8. Napier – 7 August
  9. Palmerston North – 8 August
  10. Wellington – 13 August
  11. New Plymouth – 14 August
  12. Queenstown – 20 August
  13. Dunedin – 21 August
  14. South – Auckland – 22 August
  15. Whangarei – 27 August
  16. North – Auckland – 28 August
  17. Nelson – 29 August

Stay safe with new Regtech: Discover how Checkmonster, Premium History Reports, and Company reports can keep SOAs compliant.

Expanded offer: Explore how to tackle new opportunities with business insurance SOAs and details on staying compliant while advising on existing business.

Learn how to save time in creating effective comparisons and recommendations, and drive your business forward.

Aug
6
Tue
Quotemonster Roadshow 2024 – 17 locations @ Various
Aug 6 @ 9:15 am – 11:00 am

The Quotemonster Roadshow is back, with a nationwide tour planned during July and August taking in 17 venues.

Check out 200-plus updated products researched including: the latest business insurance research, group health insurance research, and legacy products.

Click on a link below to register for your town.

  1. Taupo – 23 July
  2. Tauranga – 24 July
  3. Hamilton – 25 July
  4. West – Auckland – 30 July
  5. Christchurch – 31 July
  6. Invercargill – 1 August
  7. East/Central – Auckland – 6 August
  8. Napier – 7 August
  9. Palmerston North – 8 August
  10. Wellington – 13 August
  11. New Plymouth – 14 August
  12. Queenstown – 20 August
  13. Dunedin – 21 August
  14. South – Auckland – 22 August
  15. Whangarei – 27 August
  16. North – Auckland – 28 August
  17. Nelson – 29 August

Stay safe with new Regtech: Discover how Checkmonster, Premium History Reports, and Company reports can keep SOAs compliant.

Expanded offer: Explore how to tackle new opportunities with business insurance SOAs and details on staying compliant while advising on existing business.

Learn how to save time in creating effective comparisons and recommendations, and drive your business forward.

Aug
7
Wed
Quotemonster Roadshow 2024 – 17 locations @ Various
Aug 7 @ 9:15 am – 11:00 am

The Quotemonster Roadshow is back, with a nationwide tour planned during July and August taking in 17 venues.

Check out 200-plus updated products researched including: the latest business insurance research, group health insurance research, and legacy products.

Click on a link below to register for your town.

  1. Taupo – 23 July
  2. Tauranga – 24 July
  3. Hamilton – 25 July
  4. West – Auckland – 30 July
  5. Christchurch – 31 July
  6. Invercargill – 1 August
  7. East/Central – Auckland – 6 August
  8. Napier – 7 August
  9. Palmerston North – 8 August
  10. Wellington – 13 August
  11. New Plymouth – 14 August
  12. Queenstown – 20 August
  13. Dunedin – 21 August
  14. South – Auckland – 22 August
  15. Whangarei – 27 August
  16. North – Auckland – 28 August
  17. Nelson – 29 August

Stay safe with new Regtech: Discover how Checkmonster, Premium History Reports, and Company reports can keep SOAs compliant.

Expanded offer: Explore how to tackle new opportunities with business insurance SOAs and details on staying compliant while advising on existing business.

Learn how to save time in creating effective comparisons and recommendations, and drive your business forward.