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WealthPortal Investment Menu Change

As announced on 8 June on our Facebook Workplace site, the WealthPortal Investment Menu has been expanded to include all investments available on the full OneVue Menu.

This means that when you are choosing investments for your clients, you need to check against the Madison Approved Product List (APL) to ensure any investment you select is in fact approved.

For any investments not approved on the Madison APL please ensure you have a client specific approval in place before adding to a client(s) portfolio.

In this Edition

· A message from Jaime

· Asset Class Return Forecasts Update

· WealthPortal Investment Menu Change

· Madison APL Changes

· The View

· New Financial Services Reform Bill – update

· Good Governance Summit

· Friday Afternoon Drinks

· Save the Date

· Upcoming Webinars

· Fee Consent Matrix for Fund Providers

· Australian Super – Annual Fee Consent

· FASEA Exam Update

· Kaplan Scholarship

· From our Corporate Partners

Go Back

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WealthPortal Investment Menu Change

As announced on 8 June on our Facebook Workplace site, the WealthPortal Investment Menu has been expanded to include all investments available on the full OneVue Menu.

This means that when you are choosing investments for your clients, you need to check against the Madison Approved Product List (APL) to ensure any investment you select is in fact approved.

For any investments not approved on the Madison APL please ensure you have a client specific approval in place before adding to a client(s) portfolio.