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Furthermore, you are able to run a report from XPlan from Admin > Integration > Xport > Key Dates to ensure that these fields in XPlan have the required data. Akambo Financial Group Level 2, 90 Collins Street Melbourne, VIC 3000 PO Box 24014, Melbourne, VIC 3001 Akambo Pty Ltd (ABN 16 123 078 900). You can input this information under Service > Client Reporting/Key Dates as well as Service > Reviews.
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One of the efficiencies that will be gained will be the full automation of the FDS and renewal notices individually and in bulk.
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Code of Ethics – FASEA releases updated draft guidelinesĪs part of Good Governance we discussed the need for practices to be capturing the Key Dates for clients in XPlan.
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FASEA Code of Ethics – Discussion sessions.You will be taken to the online services login page and once youve logged in, you will be able. Your existing Adviser Login will be retained for writing business mlc all xplan insurance, superannuation and investment products on AdviserOnline. IRESS Adviser Office (XPLAN) Capita Financial Software. A security code will be mlc via SMS to the mobile number registered against your existing Xplan Code when logging in for the first time. If you have any issues around generating this report please contact Megan. Xplan sure to add donotreply mlcinsurance. Furthermore, you are able to run a report from XPlan from Admin > Integration > Xport > Key Dates to ensure that these fields in XPlan have the required data. You can find information about the target market for these products in the relevant Target Market Determinations (TMDs) available here on our website.As part of Good Governance we discussed the need for practices to be capturing the Key Dates for clients in XPlan. The NEOS Protection, Protect Super Plan and Protect Super Plan 2 are subject to product design and distribution obligations. XPLAN from IRESS a powerful, integrated financial planning solution for wealth management and financial planning professionals is now available to. A copy of the NEOS Protection PDS can be obtained by calling us at 1300 090 188 or here on our website.
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In particular, you should seek professional financial advice and read the relevant Product Disclosure Statement (PDS) before making any decision about a life insurance product. Because of this, you should carefully consider whether this information is appropriate for you before acting on it. This website provides general information only and the information has been prepared without taking into consideration your personal objectives, financial situation or needs. NEOS provides administration services in relation to NEOS Protection, Protect Super Plan and Protect Super Plan 2 on behalf of NobleOak and Diversa. Protect Super Plan is a division of OneSuper ABN 43 905 581 638 RSE R1001341 and Protect Super Plan 2 is a division of Tidswell Master Superannuation Plan ABN 34 300 938 877 RSE R1004953, both issued by Diversa Trustees Limited (Diversa) ABN 49 006 421 638 AFSL 235153 RSE L0000635. NEOS Protection is issued by NobleOak Life Limited (NobleOak) ABN 85 087 648 708 AFSL 247302. Attending client meetings, writing up the file notes and client data collection Managing client portfolios using XPLAN Liaising with internal stakeholders. NEOS Life (NEOS) is a registered business name of Australian Life Development Pty Ltd ABN 96 617 129 914 AFSL 502759.
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