qualityassuranceservices

AdviserLink will help adviser businesses develop and document a client advice process, to ensure that all advisers achieve and maintain their individual Adviser Certifications.

The six step AdviserLink process to help you achieve Adviser Business Certification, includes

1. Conduct a bestpracticereview of all advisers
2. Recommend remedial action required (if any)
3. Issue individual Adviser Certification once standards achieved
4. Recommend remedial action required within the client advice process (if any)
5. Recommend a compliance program to ensure ongoing adherence to the client advice process
6. Issue Adviser Business Certification once standards achieved

This provides a duel benefit of not only having verified best practice, but being able to include the AdviserLink bestpracticereview mark on all marketing material, including business cards, letter heads, Disclosure Statements, website and Statements of Advice.

To find out more, please call AdviserLink on 0800 932 567 or email us at training@adviserlink.co.nz

Download the Adviser Support Services brochure