Online Application

Apply to become a member of Financial Services Complaints Limited

Thank you for choosing to join FCSL.

To submit your application, click Next, then complete the form.

Add another company or individual to your application for membership.

To submit your application, click Next then complete the form.

Are you joining an existing FSCL membership?

Yes

Existing FSCL membership number(Required)

This field is hidden when viewing the form

Section Break – Membership representative

We’ll need written confirmation from the membership representative to add you to the membership. Alternatively, you can have your membership representative add you via the Member portal on our website.

Membership details

Is your application for a Company or Individual?(Required)

Company

Individual

Member type(Required)

To apply for membership for a licensed FAP or Authorised Body, we need you to provide information for any other ABs and the adviser(s) that will be covered by the membership, even if it’s a sole adviser business. When this form is submitted, you’ll be redirected to complete another form for any additional companies or advisers that will be covered by the membership.

Will you be applying for membership for a licensed FAP or Authorised Body?(Required)

Yes

I’ve already completed a form for my FAP/AB

All FSPs that will list FSCL as their dispute resolution scheme on the FSPR will need to hold FSCL membership.

Please select ‘Yes’ if you will also be applying for FSCL membership for your FAP/AB. You’ll be redirected to complete another form when this is submitted.

Please select ‘No’ if you will hold a separate DRS membership from your FAP/AB

Please confirm the company name(Required)

Applicant details

Name of company(Required)

Surname(Required)

First names(Required)

Known as

Trading name (as on FSPR)

FSP number(Required)

Email address(Required)

Contact phone(Required)

Mobile phone

Website

Would you like to receive email communications?

Yes

This will include webinar invitations, newsletters, and other FSCL news and updates

Type of business

Number of employed advisers(Required)

We’ll need you to complete additional forms with the adviser information.

Size of loan book(Required)

Approximate amount of transactions in NZD per annum(Required)

Amount of premium revenue per annum(Required)

Amount of funds under management(Required)

Face value of securities(Required)

Approximate transactions/lending amount per annum(Required)

Physical address

Street 1(Required)

Street 2

Suburb

City/Town(Required)

Postcode(Required)

Use the same physical address for my postal address

Postal address

Street 1(Required)

Street 2

Suburb

City/Town(Required)

Postcode(Required)

Communications contact

Someone who can support us in administration enquiries and receive invoices.

Surname(Required)

First names(Required)

Known as

Email address(Required)

This email address will be used for all communications related to your membership application.

Contact phone(Required)

Mobile phone

Use communications contact for complaints

Complaints contact

Someone who we can contact for our complaints referral process. These contact details will be visible to the public on our website.

Surname(Required)

First names(Required)

Known as

Email address(Required)

Contact phone(Required)

Mobile phone

Would the complaints contact also like to receive email communications?

Yes

This will include webinar invitations, newsletters, and other FSCL news and updates

Professional association or group

Are you a member of a professional association or group?

What is the professional association you are a member of?

What is the professional group or association you are a member of?

Types of financial services provided

What types of financial service/s do you provide?

In your own words, tell us a little about the financial service you provide

How did you find out about us?

Confirmation

Full name(Required)

I confirm that I have read, and I agree to be bound by, the terms of participation and the scheme rules set out in FSCL’s terms of reference. See our participation agreement, constitution and terms of reference.

Agree(Required)

Agree

Would you like to add a company or individual to your application?(Required)

Yes

Your application will be submitted and you will be redirected a new form where you can add another company or individual to your application for membership.

Your application will be submitted and you will be redirected a new form where you can add an individual to your application for membership.

Your application will be submitted without adding any further companies or individuals to your membership application.