Archive for June 2020

One of the questions raised in today’s teleconference was about the sale execution and changing of advice documentation (i.e. FSG).  Sale execution has been delayed due to China Taipeng (CT) seeking a review of the sale process PwC and Seaview conducted.  This is the information you may have already seen in previous media articles.  The…

Rod and I had a good discussion about the Investment Solutions for Madison and how we better support the practices.  There’s are various options and service models to consider before any decision is made. Andrea will continue to provide investment updates and responses to your requests whilst we consider the next stage of our service…

This week, the team and I will be in full swing of the transition to Clime.  A lot of ‘behind the scenes’ work is occurring to align with their internal operations.  These changes are head office only and have minimal impact to you; except you may experience delays in response times as we make these…

Today, each practice will have received the following invitation from Canva: When you log in, you’ll see a folder containing your business logo and various templates you can use to design your business collateral assets (such as business cards and letterhead). These templates have the required Madison disclosures built in. Once you’re happy with the…

Today we spent time with the Clime team for our induction.  It’s the first time in a while I’ve seen my team breathe out! Sarah Bolouri, the Clime COO had everything you could imagine organised and we felt so welcome from the moment the first presentation started.  We also heard from John Abernethy, Founder of…

Thank you for joining the webinar today. These will continue throughout the transition process to keep you informed. We also want to capture and respond to your questions, please continue to share them. The login to the weekly webinar has changed, a new registration link is provided below. Webinar Registration I asked Rod to share…

Hope you managed to take advantage of the long weekend (for the States that had the Public Holiday), taking time out from work before the June 30 onslaught. The transition plan is well underway and we’ve been working with PwC and Clime to ensure we manage the process and required timelines carefully.  When a change of…

When a change of ownership occurs, ASIC require that all disclosures be updated within 30 days of the contract settlement. A timeline of actions and support services are available on the Adviser Portal. We have created a specific reference page for the transition (see link below). Please take the time to understand the requirements and…