We’re more focused than ever on ensuring our platform and digital solutions can help you manage your tasks and support your clients’ needs.

In our recent Digital Download, we provide you with key information to ensure you’re able to perform as usual, no matter where you are.

View the March Digital Download article here

What’s included?      

  •  Coronavirus resource hub - If you and your business has been impacted by coronavirus, we’ve created a coronavirus resource hub coronavirus resource hub to provide you with ongoing support during this time.
  •  A ‘back to basics’ guide to help you manage client requests online. Read more here
  •  Important information regarding Requesting a Temporary Early Release of Super. Read more here
  •  Important information about the recent changes to pension minimum requirements. Read more here
  •  Online Cash (CMA) applications - overview of key features and benefits of using our online application solution, which is a fast and easy alternative to hardcopy applications.

Further information

We’ve also provided a summary of new funds and SMAs recently added to the investment menu.

Need help?

Get in touch with us if you’d like more information regarding any of these updates.