Join TripleA

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8 or more characters, both letters and numbers
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Personal Details

If your company has a website, please enter the URL here
We have a members directory on our website (our most visited page) which helps promote you and the services you offer clients. Tick this box if you want to be promoted on our members directory.

Financial Services Industry Details

If you have an FSPR number this field must be completed.
Your current Disputes Resolution service
FDR or IFSO are the options. It is a mandatory requirement of membership that you belong to one of the TripleA's bulk deals with either FDR of IFSO. Transition costs are normally covered by the TripleA. Select the provider you wish to join.
Please indicate approximately what percentage of your turnover do you expect to come from Fire & General.
In the next two years, do you expect this percentage to ...
Please indicate approximately what percentage of your turnover do you expect to come from Mortgage broking.
In the next two years, do you expect this percentage to ...

Declarations

I have read and accept the TripleA Code of Conduct.
Have you ever been bankrupt, declared or not?
Have you ever been the Owner, Manager or Director of a business that has been insolvent?
Have you been an Officer of a company wound up by the courts?
Have you been convicted of any criminal offence, other than minor traffic violations?
Have you ever been refused an agency or agreement with any Company or Organisation?
Have you ever been refused professional indemnity (PI) insurance, or had a PI claim lodged and upheld against you?
Have you ever been disciplined, dismissed or had a complaint lodged and upheld by a professional body, employer or disputes resolution service on ethical, legal or any other grounds?
Are you aware of any matters that may impact upon the Association's consideration of your application not covered above?
If yes to any of the above please provide details.

Services

Select the financial services you provide to your customers

Professional Indemnity Scheme

Are you intending to apply to join the TripleA's PI scheme?
Just bullet point the main organisations, role, length or service and years you worked for each organisation.
If you have had PI cover previously just briefly bullet point which roles this related to and if possible who provided your PI cover at the time.
Please provide a summary of any historic PI claims or notifications made against you in previous roles.
I have read and accept the PI Scheme Conditions.
I can confirm I have no criminal history, current client complaints, pending claims, bankruptcy history or other issues with the FMA or other disputes process, either in New Zealand or overseas, that might have a bearing on this application.
Where necessary I authorise TripleA to conduct credit, police or companies office checks in addition to the check outlined above. TripleA will notify me of any associated costs.
I understand that TripleA reserves the right, at its sole discretion, to decline PI coverage for any reason. No PI cover exists until this application is approved in writing and the relevant PI scheme premium is paid to the TripleA Advisers Association
If No to any of the above please provide details or reasons why you are unable to agree to this declaration.