KiwiSaver & Investments
How to help your client's make the best investment and KiwiSaver decisions
6 articles
Written by Farran Jonker and Phoebe Rolfe
Adding Existing Investment Products to a Profile
Adding and updating your client's current investment productsWritten by Farran Jonker. Updated over a week ago
Understanding the new KiwiSaver Information Gathering Process
A brand new way to collect information from your KiwiSaver clients and manage them within TrailWritten by Phoebe Rolfe. Updated over a week ago
Accessing the Investment Application Editor
To update your client's investment detailsWritten by Farran Jonker. Updated over a week ago
Editing a Client's Investment Products
Adding new and updating existing investment productsWritten by Farran Jonker. Updated over a week ago
Winning an Investment Advice or Servicing Opportunity
Completing an Opportunity once your client's investments have been updatedWritten by Farran Jonker. Updated over a week ago
Creating an Investment Servicing Opportunity
What happens when an investment product approaches its anniversaryWritten by Farran Jonker. Updated over a week ago