Members area
Membership information
- List of members (pdf)
- The LBA Constitution (pdf)
- Practicing certificate application form (pdf)
- Membership status review application form (pdf)
Professional Indemnity
Abbot Insurance Brokers
P O Box 3086, Christchurch
Phone: +64 3 3667 536
Fax: +64 3 3795 395
Contacts:
- Rachael Bateman - rachael@abbott.co.nz
- Derrick Abbott - derrick@abbott.co.nz
- Scott Sheridan - scott.sheridan@abbottinsurance.co.nz
Compliance
LBA members have found the following forms useful in ensuring that their business practices comply with current laws.
Collecting and retaining personal information concerning your clients:
Ensuring that there is no confusion or doubt concerning the extent of the service you are providing with regard to the Consumers Guarantee Act 1993:
- Personal client form (pdf)
- Business client form (pdf)
Other Publications
- Code Committee Submisssion December 09 (pdf)
- Life Brokers Association Submision on Authorised Financial Adviser Competence May 2009 (pdf)
- Report of the LBA Survey January 2009 (pdf)
- Select Committee Submission FAANZ August 08 (pdf)