Dashboard » News » Setting up a Referral Arrangement

Setting up a Referral Arrangement

By Kerry Fleming

When entering into a referral arrangement with another party, please submit the referral agreement to your Advice Coach (Kerry Fleming or Greg Dawes) for review and approval. In assessing the referral agreement we will be able to ensure we correctly manage your new relationship and determine any changes that need to be made such as;

  1. Updating your documentation include disclosures or FSG’s
  2. Setting up payment through CommPay

If you have any questions, please email advice@madisonfg.com.au

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·       Clime Direct Webinars

·       Setting up a referral arrangement

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Dashboard » News » Setting up a Referral Arrangement

Setting up a Referral Arrangement

By Kerry Fleming

When entering into a referral arrangement with another party, please submit the referral agreement to your Advice Coach (Kerry Fleming or Greg Dawes) for review and approval. In assessing the referral agreement we will be able to ensure we correctly manage your new relationship and determine any changes that need to be made such as;

  1. Updating your documentation include disclosures or FSG’s
  2. Setting up payment through CommPay

If you have any questions, please email advice@madisonfg.com.au

More from this edition

·       Madison Monthly Connector

·       Service Model & Pricing Update

·       Clime Direct Webinars

·       Setting up a referral arrangement

·       Key Dates in Xplan

·       Decision Making Ability Program

·       Kaplan Professional Study Period 6

 ·       The Budget Blows Hard

·       Desktop Broker FAQ

·       MERCER IS FAQ

·       Video Update from Bethany

·       Xplan Webinars with Megan Thomson

·       FASEA update | Exam sittings for 2021

 

Go Back