Trail User & Billing Request Form

Trail User & Billing Request Form
Your Details

Please answer the following questions as yourself (the individual requesting this change). This section is not where you enter details about the account that is being created or changed.
Your Name*

First NameLast Name
Your Organisation Name*
Is your organisation a member of the Kiwi Adviser Network?*

YesNo
Please select what you would like to do...*
New KAN advisers must also complete the KAN Financial Adviser Application Form immediately to onboard.

Removal requests for KAN advisers will require the FAP owner to complete the KAN Termination Form before changes to billing is finalised.

New Trail User Request

Please answer the following questions for the person who the request is being made for.
Full Name*

First NameLast Name
Email Address*
This must be the user's work email address.
Phone Number

Area CodePhone Number
Which user type is this new user?*
Which types of advice does this user provide?*

Mortgage AdvicePersonal & Business Risk Insurance AdviceFire & General Insurance AdviceInvestment & KiwiSaver Advice
Does this user require Business Admin access?*
Business admin access enables full access to viewing and editing information within your organisation.
Does this user require Manager access enabled?*

Yes, please enable Manager accessNo, please leave this disabled
Requested Trail CRM access date*

DayMonthYear
Please enter the date you would like these changes to take place for the user.
Additional Notes

Update User Request

Please answer the following questions for the person who the request is being made for.
KAN advisers must also complete the KAN Financial Adviser Application Form immediately to onboard.
Full Name*

First NameLast Name
Email Address*
This must be the user's work email address.
Phone Number

Area CodePhone Number
Which user type is this user currently under?*
The current role the user is switching from.
Which user type is this user switching to?*
Which types of advice will this user provide following the switch?*

Mortgage AdvicePersonal & Business Risk Insurance AdviceFire & General Insurance AdviceInvestment & KiwiSaver Advice
Does this update require us to enable Manager access for the account?*

Yes, please enable Manager accessNo, please leave this disabled
Effective Date*

DayMonthYear
Please enter the date you would like these changes to take place for the user.
Additional Notes

Remove Trail User Request

Please answer the following questions for the person who the request is being made for.
Please note:
- A 30-day notice period applies for Trail only-advisers.
- A 90-day notice period applies to mortgage advisers moving to another aggregator.
- An earlier exit may be possible for advisers exiting the industry; however, the 30-day Trail billing notice still applies.
Speak to our team if you need any info on the above.
Email Address*
This must be the user's work email address.
Full Name*

First NameLast Name
Phone Number

Area CodePhone Number
Which user type is this user currently under?*
Which types of advice does this user currently provide?*

Mortgage AdvicePersonal & Business Risk Insurance AdviceFire & General Insurance AdviceInvestment & KiwiSaver Advice
Which Trail adviser in your business should we reassign any outstanding work to?
Please note that assistants cannot own profiles.
Cancellation Date*

DayMonthYear
Please enter the date you would like these changes to take place for the user. Please note that a minimum 30-day notice period is required for any subscription changes. Should there be any additional expenses associated with offboarding during this period, you will receive a notification.
Reason for Cancellation*
Notes
Additional Notes

Your Details