Explain whom you help and how

A broker may meet someone who is unsure which type of discussion they need. A concise profile can describe areas of service and provide the appropriate enquiry route. State professional information accurately, and avoid presenting a public introduction as proof of eligibility for a particular product.

Use resources to prepare, not decide

General document lists or appointment preparation notes can make a later discussion more focused. They should not request sensitive personal information on an open profile or imply that a reader is already covered. Tap Tap Go helps connect the person to the service; assessment and agreements remain separate.

Imagine this

A hypothetical scene

A hypothetical visitor meets a broker at a business event. The profile explains the types of enquiries handled and how to request a consultation. The visitor arranges a conversation rather than assuming that reading the page provides cover or product approval.

Make it practical.

Use this checklist as you read. Checks are not stored.

Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.