Authorised Representative Services
- Revenue/commission is paid bi-monthly to your nominated bank account by way of a RCTI.
- Ongoing training to meet the regulatory requirements is included through Kaplan Ontrack ongoing training.
- Compliance This is ongoing and includes an annual review.
- Fees – A flat annual fee of $13,464 plus GST and a 3.5% Professional Indemnity recovery covers the provision of all the above services. $10,200 plus GST pa for each subsequent AR.
- Approved Product List – available upon request.
- Platforms and Software providers. We treat these as administration tools and do not dictate which providers you work with. We have discounted rates with software providers.
- Professional Development Days held twice a year.
- Ongoing market, sector and industry updates.
- Paraplanning service fully integrated into client and advice tools.