COSA Form

Use this form when there is a request by the Member to provide information to an adviser other than the current Servicing Adviser and/or to request a change to a new Servicing Adviser.

Read about the Adviser Oversight Framework which outlines the standards nib expect from advisers to ensure the delivery of ethical business and advice practices as well as deeper, proactive engagement with members.

Use this to refer to nib adviser protocols for requests to both provide Member information to a Third Party and Change a Member’s Servicing Adviser.