Our Packages
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Supporting you and your AFSL.
Whether you are new to self-licensing or are a seasoned practice professional, Lifespan Partnership offers packages designed to suit each and every unique self-licensee.
With four core packages available, additional services can be added to tailor to your specific requirements.
Start-Up | Comprehensive | Engaged | Virtual | |
Online Services | Y | Y | Y | Y |
Partnership Program | Y | Y | Y | Y |
Compliance Templates | Y | Y | Y | Y |
Education & Training | Y | Y | Y | Y (Online) |
Compliance Audit (4 files) | Y | Y | Y | |
Peer Group Networking | Y | Y | Y | |
AFSL Audit | Y | Y | ||
AFSL Application Services | Y |
Virtual
Includes Online + Partnership Program + Compliance templates + Online Education & Training
For AFSLs seeking online access only to a comprehensive library of licensing support documents, tools, templates and much more.
You can subscribe to virtual services as a stand-alone option. This is perfect for self-licensees who are comfortable with the way they do things, but prefer a sense of community, and some additional support that is digitally driven.
This package also includes access to our Partnership Program that includes more than 40 well-respected external providers. Many of these providers offer discounts for Lifespan Partnership Clients.
Engaged
Includes Online + Partnership Program + Compliance Templates + Education & Training + Compliance Audit (4 files) + Peer Group Networking
This package is typically suited to a more mature AFSL holder with seasoned operators at the helm, driving a solid business identity and with robust operational processes and support frameworks in place.
The mainstay of support is a suite of invaluable best practice compliance resources that are maintained and updated, and backed by an independent compliance professional and a privately owned licensee, ensuring their quality and reliability.
Comprehensive
Includes Online + Partnership Program + Compliance Templates + + Education & Training + Compliance Audit (4 files) + Peer Group Networking + AFSL Audit
This package is perfect for AFSL holders who are growing and developing and/or who want to devote more time to their clients and the advice they give, by outsourcing the support and services of running an AFSL. Our service provides templates, compliance support, training, and tools to help you run your AFSL.
This service also includes an annual external AFSL health audit, undertaken on behalf of Lifespan Partnership. This audit considers the measures, processes and procedures you have in place across your business, being compliance, governance, promotion, ethics, regulated documents, research and product selection methodology, and resourcing.
We understand your licence is your own, and the journey is yours, but we are here to help you, whatever your individual needs might be.
Start Up
Includes + Online + Partnership Program + Compliance Templates + Education & Training + Compliance Audit (4 files) + Peer Group Networking + AFSL Audit + AFSL Application Services
This package is specifically designed for aspiring self-licensees seeking assistance with their AFSL application, including guidance, templates and assistance with the completion of all application requirements.
This package includes a commitment to Comprehensive support for a period of 12 months post AFSL issue.
We have set this requirement based on our experience with newer self-licensees, whom we have found appreciate a broader level of support as they settle into their own licence over the first twelve months.
After this period, clients are able to reduce their level of support as their expertise of running their own licence develops.
Our Services
Online access
For self-licencees seeking a virtual community connecting your AFSL online to valuable tools and resources.
Governance & Compliance
Compliance support at an adviser and AFSL level to assist you to meet your licence requirements.
Additional Services
A range of additional services available to enable you to tailor our service to meet your evolving support requirements.
Education & Training
Access to a comprehensive range of professional development opportunities, including conferences, online and face-to-face learning.
AFSL Application
An end-to-end AFSL application service, including liaising with ASIC, to get you started in your own AFSL.
Partnership Program
A program which provides partners with exclusive benefits, access to discounts and an expertise hub to connect you to the services you need.