FOR ADVISERS FOR INVESTORS Getting Started Everything you need to know to get started with PlatformplusWRAP Adding a fixed term agreement to an existing client (no existing fee) Adding an Ongoing agreement to an existing client (no existing fee) Charging a one-off adviser fee - Active account Client User ID and Password Reset Application Forms Forms for lodging applications Super Accumulation & Pension Investment Individual & Joint Investment SMSF Investing Learn how to make investments into super and IDPS-like accounts Client Acceptance: Digital Fee Arrangement Accepting a One-Off Adviser Fee Accepting an Ongoing Fee Renewal Accepting an Investment Menu Change
For more information contact your adviser or the PlatformplusWRAP team Call 1300 191 952 Enquire today
