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 Name
Last Name
Your Organisation Name
*
Is your organisation a member of the Kiwi Adviser Network?
Yes
No
Please select what you would like to do...
*
Please Select
Request a new user account
Edit an existing user account
Remove an existing user account
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New User Request
Please answer the following questions for the person who the request is being made for.
Full Name
*
First Name
Last Name
Email Address
*
This must be the user's work email address.
Phone Number
-
Area Code
Phone Number
Which user type is this new user?
*
Please Select
Assistant
Adviser
Which types of advice does this user provide?
*
Mortgage Advice
Personal & Business Risk Insurance Advice
Fire & General Insurance Advice
Investment & KiwiSaver Advice
Does this user require Business Admin access?
*
Please Select
Yes, please enable Business Admin access
No, there is no need to
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 access
No, please leave this disabled
When is this user starting with Trail?
*
-
Day
-
Month
Year
Please enter the date you would like these changes to take place for the user.
Additional Notes
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Update User Request
Please answer the following questions for the person who the request is being made for.
Full Name
*
First Name
Last Name
Email Address
*
This must be the user's work email address.
Phone Number
-
Area Code
Phone Number
Which user type is this user currently under?
*
Please Select
Assistant
Adviser
The current role the user is switching from.
Which user type is this user switching to?
*
Please Select
Assistant
Adviser
Which types of advice will this user provide following the switch?
*
Mortgage Advice
Personal & Business Risk Insurance Advice
Fire & General Insurance Advice
Investment & KiwiSaver Advice
Does this update require us to enable Manager access for the account?
*
Yes, please enable Manager access
No, please leave this disabled
Date of Transfer
*
-
Day
-
Month
Year
Please enter the date you would like these changes to take place for the user.
Additional Notes
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Remove User Request
Please answer the following questions for the person who the request is being made for.
Full Name
*
First Name
Last Name
Email Address
*
This must be the user's work email address.
Phone Number
-
Area Code
Phone Number
Which user type is this user currently under?
*
Please Select
Assistant
Adviser
Which types of advice does this user currently provide?
*
Mortgage Advice
Personal & Business Risk Insurance Advice
Fire & General Insurance Advice
Investment & KiwiSaver Advice
Which user in your business should we reassign any outstanding work to?
Please note that assistants cannot own profiles.
Cancellation Date
*
-
Day
-
Month
Year
Please enter the date you would like these changes to take place for the user. Please note that a 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
Additional Notes
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Please verify that you are human
*
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