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FOR ADVISERS FOR INVESTORS Getting Started Everything you need to know to get started with PlatformplusWRAP Adding Fixed Term to an Existing Client (no existing fee) Adding a Fixed Term Agreement to an Application Form Breaking a Term Deposit Renewing an Ongoing Fee Arrangement 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 Accepting a One-Off Adviser Fee Accepting an Ongoing Fee Renewal Accepting an Investment Menu Change Accepting an Ongoing Adviser Fee
For more information contact your adviser or the PlatformplusWRAP team Call 1300 191 952 Enquire today