Madison Transition Plan – 15 June
This week, the team and I will be in full swing of the transition to Clime. A lot of ‘behind the scenes’ work is occurring to align with their internal operations. These changes are head office only and have minimal impact to you; except you may experience delays in response times as we make these changes. Please bear with us. The team is predominantly working from home. We will be moving to new offices in 20 Hunter St approximately mid-July, however as you can appreciate, everyone is conscious of self-isolation protocols. We will ease back into a central physical location.
As part of my discussions with you, I’ve received quite a few questions about the future of the Investment Committee, including opportunities for additional services for your practice and clients. Rod Bristow and I will be discussing this tomorrow morning. We know it’s a priority for many of you. Andrea Theouli has gathered information and suggestions from a number of advisers across the group and this will form the starting point of our discussion. Thank you to the Principles who took the time to provide the feedback.
In terms of requirements for you, we expect to commence changes to official documents towards the end of this week. The sale contract is due for execution on Wednesday. Once tihs occurs, the legal requirements for change of ownership will commence.
If you have any questions or are having trouble accessing the Adviser Portal, or have not received your Canva invite as yet, please email adviserservices@madisonfg.com.au
Sincerely,
Annick Donat
Madison Transition Plan – 15 June
This week, the team and I will be in full swing of the transition to Clime. A lot of ‘behind the scenes’ work is occurring to align with their internal operations. These changes are head office only and have minimal impact to you; except you may experience delays in response times as we make these changes. Please bear with us. The team is predominantly working from home. We will be moving to new offices in 20 Hunter St approximately mid-July, however as you can appreciate, everyone is conscious of self-isolation protocols. We will ease back into a central physical location.
As part of my discussions with you, I’ve received quite a few questions about the future of the Investment Committee, including opportunities for additional services for your practice and clients. Rod Bristow and I will be discussing this tomorrow morning. We know it’s a priority for many of you. Andrea Theouli has gathered information and suggestions from a number of advisers across the group and this will form the starting point of our discussion. Thank you to the Principles who took the time to provide the feedback.
In terms of requirements for you, we expect to commence changes to official documents towards the end of this week. The sale contract is due for execution on Wednesday. Once tihs occurs, the legal requirements for change of ownership will commence.
If you have any questions or are having trouble accessing the Adviser Portal, or have not received your Canva invite as yet, please email adviserservices@madisonfg.com.au
Sincerely,
Annick Donat