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. |