Madison Transition Update – 25 June
Commercial in confidence
I’ve been informed that tomorrow morning at 10am, PwC and Clime will be executing the sale of Madison FG. As you may imagine, Rod and the Clime Executive’s preparation to get to this point has been quite significant. I will be great to see this transaction finalised and their hardwork and commitment to make this happen rewarded. Each day I spend in the Clime office and with this team I experience something affirming ‘Company A’ was the best choice for you and your business (and our team).
Today, Andrea and I spent time with the Clime Investment team. We were given the opportunity to share how our advisers construct portfolios, the regulatory requirements in a post-RC world, how we run our Investment Committee and by extension, the need for more clarity and support with investment solutions and resources for you.
I have asked Adrian Ezquerro, Head of Investments to host a webinar for our community in the next few weeks to share with you how Clime construct their portfolios and the types of services they provide to their Wholesale clients. I think it’s important we share this information as part of the response to the recent feedback and questions we’ve received about the future of our Investment Services.
No doubt there will be a number of articles in industry press tomorrow. If you have any questions, or a Media outlet contacts you, please direct them to me and I will pass it on to the relevant person in Clime.
As part of our transition over to the new system, we have set up a new webinar for our weekly Wednesday update at 11am. Please ensure you click on the below link to register and receive the new webinar link.
If you have any questions or are having trouble accessing the Adviser Portal, or have not received your Canva invite as yet, please email adviserservices@madisonfg.com.au
Sincerely,
Annick Donat
Madison Transition Update – 25 June
Commercial in confidence
I’ve been informed that tomorrow morning at 10am, PwC and Clime will be executing the sale of Madison FG. As you may imagine, Rod and the Clime Executive’s preparation to get to this point has been quite significant. I will be great to see this transaction finalised and their hardwork and commitment to make this happen rewarded. Each day I spend in the Clime office and with this team I experience something affirming ‘Company A’ was the best choice for you and your business (and our team).
Today, Andrea and I spent time with the Clime Investment team. We were given the opportunity to share how our advisers construct portfolios, the regulatory requirements in a post-RC world, how we run our Investment Committee and by extension, the need for more clarity and support with investment solutions and resources for you.
I have asked Adrian Ezquerro, Head of Investments to host a webinar for our community in the next few weeks to share with you how Clime construct their portfolios and the types of services they provide to their Wholesale clients. I think it’s important we share this information as part of the response to the recent feedback and questions we’ve received about the future of our Investment Services.
No doubt there will be a number of articles in industry press tomorrow. If you have any questions, or a Media outlet contacts you, please direct them to me and I will pass it on to the relevant person in Clime.
As part of our transition over to the new system, we have set up a new webinar for our weekly Wednesday update at 11am. Please ensure you click on the below link to register and receive the new webinar link.
If you have any questions or are having trouble accessing the Adviser Portal, or have not received your Canva invite as yet, please email adviserservices@madisonfg.com.au
Sincerely,
Annick Donat