FSG & Advice document changes
As mentioned in the Madison Service & Pricing Model effective 1 July 2021 email sent to Principals on 4 May, we are in the process of updating our FSG and SoA, RoA, FDS and OSA templates with the changes for both the Madison dealer fees, as well as the legislative changes regarding Fee Disclosure Statements and “Lack of Independence”.
The timeline for changes (and any action required by you) is:
You can expect to receive access to your new FSG via your Canva login tomorrow.
Please contact your Advice Coach if you have any questions.
In this Edition
| · A message from Jaime
· The View |
· Save the date | · Kaplan Scholarship
|
FSG & Advice document changes
As mentioned in the Madison Service & Pricing Model effective 1 July 2021 email sent to Principals on 4 May, we are in the process of updating our FSG and SoA, RoA, FDS and OSA templates with the changes for both the Madison dealer fees, as well as the legislative changes regarding Fee Disclosure Statements and “Lack of Independence”.
The timeline for changes (and any action required by you) is:
You can expect to receive access to your new FSG via your Canva login tomorrow.
Please contact your Advice Coach if you have any questions.
In this Edition
| · A message from Jaime
· The View |
· Save the date | · Kaplan Scholarship
|