Madison Transition Update – 10 July
A reminder we will be updating our advice templates over the weekend.
Please do not produce any advice documents in Xplan from close of business Friday 10 July (5pm) until Monday 13 July (9am).
We will confirm on Monday that all changes have gone live in Xplan, and are also available on the Adviser Portal. Please do not generate any documentation with Madison’s address, or disclosures, until this confirmation has been issued.
I’m taking some time off next week and having a ‘staycation’ with the family. In my absence, please contact Jaime Johns if you have an urgent/important matter that needs addressing.
I look forward to catching up when I get back. We hope you have a relaxing weekend.
If you have any questions or are having trouble accessing the Adviser Portal, have not received your Canva invite or Practice FSG as yet, please email adviserservices@madisonfg.com.au
Sincerely,
Annick Donat
Madison Transition Update – 10 July
A reminder we will be updating our advice templates over the weekend.
Please do not produce any advice documents in Xplan from close of business Friday 10 July (5pm) until Monday 13 July (9am).
We will confirm on Monday that all changes have gone live in Xplan, and are also available on the Adviser Portal. Please do not generate any documentation with Madison’s address, or disclosures, until this confirmation has been issued.
I’m taking some time off next week and having a ‘staycation’ with the family. In my absence, please contact Jaime Johns if you have an urgent/important matter that needs addressing.
I look forward to catching up when I get back. We hope you have a relaxing weekend.
If you have any questions or are having trouble accessing the Adviser Portal, have not received your Canva invite or Practice FSG as yet, please email adviserservices@madisonfg.com.au
Sincerely,
Annick Donat