Madison/Sargon Update – 8 Februrary
In Commercial Confidence
Good Afternoon,
Attached below is information we received from PwC to support client conversations or written responses. We’ve simplified the message without removing relevant facts.
If you would prefer greater detail and/or something different, please let us know and we’ll organise it.
On Monday, PwC will be in our office and we will be discussing next stage of the process. I have provided them with names of brokers who I know personally and specialise in Financial Advice. I have recommended PwC appoint a specialist to ensure this process is managed carefully, professionally and with complete transparency. We will work closely with both PwC and the broker (once appointed) to ensure we continue to uphold the values of the Madison community.
A few of you have volunteered your time to assist and once I have clarity of timeline and requirements, I will be in contact. Thank you for the assistance.
The questions we received during the week will be circulated on Monday afternoon with the appropriate answers.
We want to keep communication lines open and private within our community. I note XY Adviser have offered a chat room on their portal, please do not use this forum. It is not secure enough for very confidential information.
We will provide a forum in our portal so you can share questions and suggestions.
I hope you all have a relaxing weekend. Those in Sydney, hope you’re staying dry in this glorious rain (finally!).
Sincerely,
Annick
0409 706 963
Madison/Sargon Update – 8 Februrary
In Commercial Confidence
Good Afternoon,
Attached below is information we received from PwC to support client conversations or written responses. We’ve simplified the message without removing relevant facts.
If you would prefer greater detail and/or something different, please let us know and we’ll organise it.
On Monday, PwC will be in our office and we will be discussing next stage of the process. I have provided them with names of brokers who I know personally and specialise in Financial Advice. I have recommended PwC appoint a specialist to ensure this process is managed carefully, professionally and with complete transparency. We will work closely with both PwC and the broker (once appointed) to ensure we continue to uphold the values of the Madison community.
A few of you have volunteered your time to assist and once I have clarity of timeline and requirements, I will be in contact. Thank you for the assistance.
The questions we received during the week will be circulated on Monday afternoon with the appropriate answers.
We want to keep communication lines open and private within our community. I note XY Adviser have offered a chat room on their portal, please do not use this forum. It is not secure enough for very confidential information.
We will provide a forum in our portal so you can share questions and suggestions.
I hope you all have a relaxing weekend. Those in Sydney, hope you’re staying dry in this glorious rain (finally!).
Sincerely,
Annick
0409 706 963