As referenced in the July 22 Safety & Success webinar, IFA-Aust has three new documents available on the Compliance/Policies page of the Adviser Portal. Click HERE to download any of the following new documents:
Financial Adviser Manual
Companion to Financial Adviser Manual
Audit Policy
Your September fee reports and supporting documents are now available in your new file sharing folders, and payments were released today,...
Quarter 3 (July-September) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page HERE...
Select the click here button below to view the list of September's unallocated fees. As it's the end of the month it is important to note...
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