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?
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?
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?
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?
Does this update require us to enable Manager access for the account?
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.
This user's account will be deleted on the date of cancellation; their name will remain for historic record-keeping. If you have any concerns, please put it in the Notes section below.

Billing Information:
- 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.

Removal requests for KAN advisers will require the FAP owner to complete the KAN Termination Form before changes to billing is finalised.
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?
Which types of advice does this user currently provide?
Which Adviser/s in your business should we reassign any outstanding work to?
Please note that assistants cannot own profiles. Please note the Adviser Name and Advice Type in the case of multiple advice strands.
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

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Trail User & Billing Request Form

Your Details

New Trail User Request

Update User Request

Remove Trail User Request