Application Forms

If you are applying for Practitioner membership, to avoid delays please ensure that you attach the following to your application:

  • the application fee of $125 plus GST ($140.63)
  • a completed mentor arrangment form
  • your professional indemnity insurance certificate
  • a credit report from Veda Advantage (formally Baycorp) 
    - a credit report can be obtained by calling Veda Advantage on 0800 692 733 (MYCREDITINFO) or going to www.mycreditfile.co.nz and clicking on the 'Request a copy of your credit file' link.  From this page select the 'Apply Now' option, this will download a Request for Access To Your Personal Credit File form.
    - The 
    My Credit File - Free of Charge service will dispatch your report within 10 days and requires proof of identity (driver's licence or passport)
    - The 
    My Credit File Express service will dispatch your report within 1 day at a cost of $23; this service also requires proof of identity (driver's licence or passport)
     

The downloadable items below may take approximately 5 seconds to appear in a separate window on your screen.

Description Downloadable File

New Practitioner Membership Application 2008-09(For those involved in the process of investment advice, insurance advice and/or financial planning)

View PDF

New Affiliate Membership Form 2008-09
(For those NOT involved in the process of investment advice, insurance advice and/or financial planning)

View PDF

Application for Recognition of Prior Industry Experience (For use only if applicable, see Membership and Certification Bylaws at Library : Institute Documents) View PDF

Mentor Arrangement Form(For your mentor to complete as part of your application for Practitioner Membership)

View PDF


For more Institute Forms please refer to the Library menu option on the left menu bar.
     
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