Archives - Institute DocumentsArchives - Institute Documents
| Membership Bylaws June 2010 | View PDF |
| Certification Bylaws June 2009 | View PDF |
| Membership & Certification Bylaws November 2008 | View PDF |
| Code of Ethics January 2010 | View PDF |
| Code of Ethics August 2007 | View PDF |
| Practice Standards January 2010 | View PDF |
| Practice Standards August 2007 | View PDF |
| Rules of Conduct July 2010 | View PDF |
| Code of Ethics January 2010 | View PDF |
| Code of Ethics and Professional Conduct May 2006 | View PDF |
| Constitution Role Descriptions June 2009 | View PDF |
| Constitution Role Descriptions November 2007 | View PDF |
| Membership Bylaws July 2010 | View PDF |
| Certification Bylaws June 2009 | View PDF |
| Membership and Certification Bylaws July 2008 | View PDF |
For the latest versions of the above documents go to Library : Institute Documents
Archives - SubmissionsArchives - Submissions |
| Aug 2008 | Submission: IFA Financial Advisers Bill | View PDF |
| Aug 2008 | Submission: IFA Financial Advisers Bill Policy Proposal May 2008 | View PDF |
| Mar 2008 | Submission: Draft National Strategy For Financial Literacy | View PDF |
| Feb 2008 | Submission on Real Estate Agents Bill | View PDF |
| Feb 2008 | Submission on Financial Service Providers (Registration and Dispute Resolution) Bill | View PDF |
| Sep 2007 | Submission on Securities Markets (Investment Advisers and Brokers) Regulations 2007 - Ministry of Economic Development |
View PDF |
| May 2007 | Submission on Retirement Commissioner's Review of Retirement Income Policy | View PDF |
| Mar 2007 | Submission on Home Equity Conversion Schemes- Office for Senior Citizens | View PDF |
| Dec 2006 | Discussion Paper "Review of the Guidelines on Insurance and the Human Rights Act 1993"- Human Rights Commission | View PDF |
| Dec 2006 | Review of Products and Product Providers- Ministry of Economic Development | View PDF |
| Nov 2006 | Anti-Money Laundering and Countering the Financial of Terrorism - Third Discussion Document - Ministry of Justice |
View PDF |
| Sept 2006 | Financial Intermediaries Discussion Document | View PDF |
| Sept 2006 | Presentation to Select Committee- Presentation Notes | View PDF |
| Sept 2006 | Proposed Tax Changes | View PDF |
| Jul 2006 | Justice Department Anti-Money Laundering | View PDF |
| May 2006 | Securities Legislation Bill | View PDF |
| April 2006 | KiwiSaver | View PDF |
| March 2006 | Extreme Salary Sacrifice | View PDF |
| Sept 2005 | Taxation of Investment Income | View PDF |
For the latest Submissions and other News items go to the News page