Member Services
Kepa members have two options for accessing assistance through Kepa during the new regime.
- Option one is to become an authorised body Financial Advice Provider "FAP" under Kepa’s licence and receive the full list of oversight and assistance as listed below.
- Option two is to obtain your own licence and access Kepa’s "Adviser Resource Centre" which will offer a range of services such as those listed below.
| KEPA FAP | ADVISER RESOURCE CENTRE |
|---|---|
| Comprehensive Compliance Framework | Advice Audits |
| Centralised Complaints Handling | Compliance Checks |
| Professional Financial Management | Training (NZCFS Level 5) |
| Access to Group Wide PI | CPD |
| HR Services | Skills Training |
| Advice Audits | Lead Adviser Programme |
| Compliance Checks | Templates & Tools |
| Training (NZCFS Level 5) | Sales & Marketing |
| CPD | Technology Options |
| Skills Training | HR Services |
| Lead Adviser Programme | Conferences |
| Templates & Tools | |
| Sales & Marketing | |
| Technology Options | |
| Engages Legal & Compliance Specialists | |
| Economies of Scale | |
| Conferences | |
| Experienced Governance | |
| Established & Trusted Brand | |
| Capable Professionals |