Dacreed will take over the Adviser Support Programme
Partners Life launched the Adviser Support Programme (ASP) back in December 2018 at a time of much regulatory change. With the legal, regulatory and licensing obligations now available and clear, Partners Life have decided to find a new home for the ASP, with the Partners Life ASP in its current form ceasing on 28 March 2025. They recommend advisers export their Word outputs and resource templates by 31 January 2025.
Compliance technology firm Dacreed will take over the ASP. Dacreed are planning on updating and modernising the ASP to provide advisers with a turnkey compliance framework that will remind advisers when and how to meet their regulatory obligations.
The ASP was a fantastic way for an advice business to develop policies and procedures. It was used by hundreds of advisers to build a framework for compliance where previously they had none. Dacreed is a great home for the ASP, which also hosts the continuing professional development content for www.sponge.co.nz . As a subscriber to the platform, which now hosts a wide range of training and compliance materials, including those made by Rosewill Consulting, it is fast becoming an essential destination for the materials, expertise, and information to run a better financial advice provider.