TMM - News

NZMBA develops new process for brokers

Tuesday 9th of February 2010

NZMBA president Darren Pratley says the six step advice process is based on industry standards set by ETITO and is available to NZMBA members in its final draft form.

“It has been designed to meet the principles and standards developed by ETITO for advisers which are now being registered on the NZQA framework.”

The six step process is:

  1. Client Relationship - Disclosure...
    Want to read the full article?
    Click the button below to subscribe and will have unlimited access to full article and all other articles on the site.