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Adviser Ratings new scoring algorithm
Adviser Ratings has announced that it is updating the way it scores advisers. Click below to view the media release and "The evolution of...
February 2024 Fee Reports & RCTI
Your February fee reports and supporting documents are now available in your file sharing folders or Syncplicity (as applicable), and...
Safety & Success Webinar Series 2024
The IFA-Aust Safety & Success webinar series is back for 2024. This year the webinars will run March to November (inclusive) on the third...
Quarterly Safety & Success Program - Q4 2023
Quarter 4 (October-December) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page...
January 2024 Fee Reports & RCTI
Your January fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
Unallocated fee payments
Select the click here button below to view this week's unallocated fees.
Commission Rebate Summary Reports now available (Oct- Dec 2023)
Commission Rebate Summary Reports for the period 1 October - 31 December 2023 (inclusive) have been saved in the “6.0 REBATES” folder...
December 23 Fee Reports & RCTI
Your December fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
Unallocated fee payments (EOM)
Select the click here button below to view the list of December's unallocated fees.
November 23 Fee Reports & RCTI
Your November fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
Summit 2023 update & agenda
We are looking forward to seeing everyone on Thursday 30th November for the 2023 Annual Summit. The agenda for the day is outlined HERE...
October 23 Fee Reports & RCTI
Your October fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
Commission Rebate Summary Reports now available (Jul- Sep 2023)
Commission Rebate Summary Reports for the period 1 July - 30 September 2023 (inclusive) have been saved in the “6.0 REBATES” folder...
Quarterly Safety & Success Program - Q3 2023
Quarter 3 (July-September) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page HERE....
September 23 Fee Reports & RCTI
Your September fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
Commission Rebate Summary Report (Apr - Jun 2023)
Commission Rebate Summary Reports for the period 1 April - 30 June 2023 (inclusive) have been saved in the “6.0 REBATES” folder located...
June 23 Fee Reports & RCTI
Your June fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
Quarterly Safety & Success Program - Q2 2023
Thank you everyone for your patience waiting for the next Quarterly Safety & Success Program declaration to be made available. Given the...
Asset Allocations expanded
Last month the updated risk model portfolios were published, and the risk profiles were adjusted to adopt the current research provider's...
May 23 Fee Reports & RCTI
Your May fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
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