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COVID-19 Resources for Financial Advisers

For COVID-19 health advice and information, contact the Ministry of Health Healthline team on 0800 358 5453 and visit for the latest information.

Update March 2021:  Alert levels changed on 6am Sunday 7th March.  Auckland is at Level 2, rest of the country is at Level 1.

Sector Information

 The FMA has issued an overall look at how Alert Level 2 will affect financial services businesses and staff.  Read the FMA guidelines here
– Information on AML when clients are in self-isolation (DIA advice to Auckland District Law Society)
Guidance: Complying with AML/CFT verification requirements during COVID-19 Alert Levels

Financial Advice NZ Health and Safety Toolbox

Click here and download the Health and Safety toolbox developed for Financial Advice NZ members and their businesses

Click here and download a resource to provide to your client on your response to Alert level 2

General Information (click on the blue words to open the link)

Government website information on COVID-19 – Including sections on;
– Health Advice on how to minimise the spread of COVID-19 and protect vulnerable people
– Business Advice – employee and employer advice, tax relief etc
– Work Advice – health & safety at work, sick leave, financial support
– Advice on the community affect
– Government help line 0800 779 997, (9am to 5pm, 7 days a week

Business Support IRD 

Latest from the Ministry of Health on COVID-19 – The latest MOH information on the virus development

Business.Govt.NZ – A broad range of Government information specifically for businesses

Work & Income – If you’ve been affected by COVID-19, Work & Income may be able to provide financial support. Whether you are self-isolating at home, or your work is affected.

SafeTravel – Information on international travel advisories for New Zealanders

Other relevant pages on topics that are very relevant in this new environment:
Continuity Planning – BusinessNZ
Workplace infectious disease protection – MoH. Your duties under the Health & Safety at Work Act 2018

Contact Tracing – To obtain posters and tracing app

Financial support – If you need support for the following:
– paid leave while you or staff wait for COVID-19 test results
– tax payment options
– wage subsidy if alert levels change.

Business Travel – If you or your employees need to cross Auckland’s Alert Level Boundary for work during Alert Level 3 you will need travel documents.

World Health Organisation

Here is the main page for the World Health Organisation’s information on Coronavirus (COVID-19) The WHO also has some great videos on this topic, more are added as the days go by.

Membership Benefits

Hand sanitiser – click here for details