Dashboard » News » Setting up a referral arrangement

Setting up a referral arrangement

When entering into a referral arrangement with another party, please submit the referral agreement to your Advice Coach (Kerry Fleming or Greg Dawes) for review and approval. In assessing the referral agreement we will be able to ensure we correctly manage your new relationship and determine any changes that need to be made such as;

Updating your documentation include disclosures or FSGs
Setting up payment through CommPay

If you have any questions, please email advice@madisonfg.com.au

More from this Edition

·       Note from Annick

·       Welcome to our new team members

·       Changes to CPD Requirements

·       Investment Service Transition

·       FASEA Code of Ethics – Discussion sessions

 ·       Economic Update

·       Upcoming events & webinars

·       All things ongoing service agreements

·       Culture of Ethics in Financial Advice

·       Service Model Pricing Update

 ·       Key Dates in Xplan

·       Setting up a referral arrangement

·       Code of Ethics – FASEA releases updated draft guidelines

·       Kaplan Professional study period

·       FASEA Exam Sittings

Go Back
Dashboard » News » Setting up a referral arrangement

Setting up a referral arrangement

When entering into a referral arrangement with another party, please submit the referral agreement to your Advice Coach (Kerry Fleming or Greg Dawes) for review and approval. In assessing the referral agreement we will be able to ensure we correctly manage your new relationship and determine any changes that need to be made such as;

Updating your documentation include disclosures or FSGs
Setting up payment through CommPay

If you have any questions, please email advice@madisonfg.com.au

More from this Edition

·       Note from Annick

·       Welcome to our new team members

·       Changes to CPD Requirements

·       Investment Service Transition

·       FASEA Code of Ethics – Discussion sessions

 ·       Economic Update

·       Upcoming events & webinars

·       All things ongoing service agreements

·       Culture of Ethics in Financial Advice

·       Service Model Pricing Update

 ·       Key Dates in Xplan

·       Setting up a referral arrangement

·       Code of Ethics – FASEA releases updated draft guidelines

·       Kaplan Professional study period

·       FASEA Exam Sittings

Go Back