Archive for July 2020

It’s hard to believe that 30 days has passed already since the settlement of our sale.  So much has happened and the past challenges are starting to feel like a distant memory.  We’ve had many conversations with advisers during this time and it’s really good to hear the positive sentiment about the future of our…

Welcome back to the start of another week.  Like me, some of you have taken a break for school holidays, and it’s a first day back at work.  I hope the time away was enjoyable for you and your family. A quick update to let you know all actions required by you/your practice for transition…

Thank you for working with us during the FSG roll. Many of you have shared positive comments with us, including that it’s easier to read, the fact that it’s only one document, and can be branded in line with your other practice documentation. As a reminder, if you provide your FSG on your practice website,…

We’re approaching the end of the transition timeline. As per our updates earlier this week, all advice documents on Xplan and our Adviser Portal have been updated with the new disclosures and Madison’s new address. If you haven’t yet submitted your FSG for approval, our CANVA user guide contains a step by step guide of the process.…

Thank you for your feedback and working with us to get your FSGs approved via CANVA. We’ve prepared a CANVA user guide, which contains screenshots of the process for approval. As per our update yesterday, the below is now completed: Advice documents in Xplan updated with new disclosures and address changes Addendum letters for advice given…

As per our update this morning, we have gone live with the disclosure changes as per our transition timeline. Below are the updates that have occurred: The Advice documents in Xplan have been updated with new disclosures and address changes Word versions of our Advice documents are available in the Adviser Portal The ROA wizard on the…

We can now confirm that as of this morning we have gone live with the changes in our transition plan. The Advice documents in XPlan have been updated with new disclosures and address changes Word versions of our Advice documents will be available in the Adviser Portal today. We have updated ASIC to reflect the changes. The…

A reminder we will be updating our advice templates over the weekend. Please do not produce any advice documents in Xplan from close of business Friday 10 July (5pm) until Monday 13 July (9am).   We will confirm on Monday that all changes have gone live in Xplan, and are also available on the Adviser…

The advice documents will be updated with new disclosures and corporate details this coming weekend. Opex have been working through our advice library to ensure these changes are live for use on Monday 13 July. Please do not produce any advice documents in Xplan from close of business Friday 10 July (5pm) until Monday 13…