Introduction
As part of our commitment to improving our Digital Advice module, we have listened to your feedback and made some updates to our Base SoA:
- New Strategy – Platform Switch (For Non-Superannuation Investments)
- Update of Investment Replacement Product Advice Record (RPAR)
- Update of Superannuation Replacement Product Advice Record (RPAR)
- Updated Proposed Portfolio
- Updated Current vs Proposed Investment Costs
- Updated Transaction Costs
- Simplified Cost of My Advice into a tabular format
Whats New
Updated Strategy - Platform Switch
Product Replacement - Before
Product Replacement - After
Proposed Investment and Superannuation Portfolios – Before
Proposed Investment and Superannuation Portfolios – After
Current vs Proposed Investment Costs - Before
Current vs Proposed Investment Costs - After
Current vs Proposed Superannuation Costs - Before
Current vs Proposed Superannuation Costs - After
Cost of My Advice – Before
Cost of My Advice – After
