Licensee Console

AdviserLogic has released a new tool for AFSLs that enable you to provide your advisers with a range of content directly to their AdviserLogic account.

Examples include:

  • SoA and other document templates
  • Fixed documents such as a current FSG or adviser manual
  • Custom Fact Find modules
  • Risk Profiles
  • Model Portfolios
  • Database Segmentation reports
  • Approved Product List

Furthermore, advisers can give permission to their licensee to access their account for the purposes of remote compliance checks and value-add services.

You can read more about it in the press

ifaFinancialStandard

or contact us directly to discuss how we can help you get organised!


Enhanced Trauma Research

Together with our research partner, Omnium, AdviserLogic has

upgraded its RiskLogic insurance research tool to cover thirteen

additional cancers and ten other medical conditions.  We now

have a total of 249 categories being researched containing 870

sub-categories with more to come in the next few weeks.

trauma

The latest additions are:

Colostomy
Crohn’s disease
Endometriosis
Facial reconstruction
Hydotidiform moles
Hydrocephalus
Lupus
Osteoprosis
Peripheral Neuropathy

 

Cancer – Leukaemia
Cancer – Melanoma
Cancer – Prostate
Carcinoma in situ – Breast
Carcinoma in situ – Cervix
Carcinoma in situ – Fallopian Tube
Carcinoma in situ – Ovary
Carcinoma in situ – Penis
Carcinoma in situ – Perineum
Carcinoma in situ – Testicle
Carcinoma in situ – Uterus
Carcinoma in situ – Vagina
Carcinoma in situ – Vulva

 


Holiday Hours

To Our Wonderful Clients,

Thank you for your support throughout 2014. We wish to advise that our Support Team shall be on holidays from the 24th of December and shall return on the 5th of January.

If you require assistance during that period, you can still email support@adviserlogic.com. However, you should expect that we will only respond to urgent queries and response times will be longer than our usual service standards. We will also be conducting a significant infrastructure upgrade over Christmas Day and Boxing Day and expect that during this period, there shall be some application downtime.

The last week has been a difficult time for Australians – especially Sydneysiders.  We’d like to take this opportunity to wish you well over the holidays and that we should all have a peaceful 2015.

Warm Regards,

Team AdviserLogic

 

AdviserLogic Seasons Greetings

FOFA, the real F-word

FOFA, the real F-word. I’m not going to sugar coat it. This legislation contains several onerous obligations for advisers that do not seem to be designed to protect consumers. Based on the current business models of most advisers, there will be a lot of additional compliance work to do. It will be expensive and uncomfortable. OK, I sugar coated it a little.

The good news is, although we may not quite love FOFA, at least we now know for sure that we’ve got it… I think.

See the rest of this article at NO MORE PRACTICE

nomorepractice

 

 

You should also sign up for AdviserLogic FOFA training – it is on this Wednesday 1PM (QLD time)


CPD points now available for AdviserLogic training!

CPD

AdviserLogic is now accredited to issue up to four FPA and ASIC continuing professional development points for attending our training webinars!

From the FPA, one CPD point will be given for each module completed from the AdviserLogic introductory session, intermediate session, cash flow session and workflow session

For ASIC, the points all fall within ‘Skills’. For FPA professional dimensions, 0.5 point applies for capability and 0.5 point for attributes and performance.

AdviserLogic is pleased to be able to deliver this extra benefit to our users and we are proud that the quality of our training has been awarded this recognition!

 

View our TRAINING SCHEDULE to RSVP for your preferred sessions!

You can read more in IFAifa