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
In This Edition:
| · A note from Annick
· Investment Services Transition |
· Setting up a referral arrangement
· Kaplan professional Study Period 6 · Government Stimulus for self funded retirees |
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
In This Edition:
| · A note from Annick
· Investment Services Transition |
· Setting up a referral arrangement
· Kaplan professional Study Period 6 · Government Stimulus for self funded retirees |