Additional Services

Other services included as part of our packaged service offering:

• Lifespan Research – List of products on the Lifespan Approved Product List.
• Managed Discretionary Account Service – Access to research-driven Approved Product List, a range of Managed Portfolios, and Lifespan MDA licence to house externally migrated Managed Portfolios.
• Research providers – Discount offering for Lonsec and Morningstar research houses.
• Mortgage broking – For those without a referral partner to provide loans and finance, we provide access to a mortgage broking partner who can take care of your client’s needs. They will not encroach on your existing client relationship.

We also provide access to a range of services available at additional cost:

• Paraplanning services – Access to preferred paraplanning services.
• Preferred PI – Access to several experienced General Insurance Brokers that specialise in professional indemnity cover and business insurances.
• Brokerage systems – Choice of remuneration payment systems, such as Commpay, REVEX, PayLogic, and other providers at your cost.
• Practice Consultancy – ‘one on one’ service in areas of business planning, client segmentation, pricing calculation assistance and client value proposition in the market.
• Additional AR file audit – any more annual file audits above 6 file audits.
• Pre-vet or vetting files – vetting SOAs as required and requested.
• Company document review – review company documents and templates such as FSG, SOA, ROA, Fee disclosure statements, Opt-in renewal notices, fact-finds for compliance issues and the provision of guidance on how to address these relevant AFSL compliance and governance requirements.
• AR Appointments – conducting proper due diligence and reference checking requirements when appointment new AR.
• Investment Research – Product and/or research committees as agreed by AFSL and Lifespan.
• Additional ARs – additional costs for more than 6 ARs.
• PD day attendance – additional financial advisers or staff attendance at live PD days (above 2 representatives for each PD Day).
• Marketing support – depending on requirements, allocation of time and staff to provide support.
• Lead generation – provide education training for planners on how to build their referrals.