Send a quick enquiry to Lifespan Partnership today and we’ll respond as soon as possible.
Additional services available to tailor to meet your specific requirements.
Other services included as part of our packaged service offering:
- Lifespan Research – List of products on the Lifespan Approved Product List.
- Managed Discretionary Account Service – Access to research-driven Approved Product List, a range of Managed Portfolios, and Lifespan MDA licence to house externally migrated Managed Portfolios.
- Research providers – Discount offering for Lonsec and Morningstar research houses.
- Mortgage broking – For those without a referral partner to provide loans and finance, we provide access to a mortgage broking partner who can take care of your client’s needs. They will not encroach on your existing client relationship.
We also provide access to a range of services available at additional cost:
- Paraplanning services – Access to preferred paraplanning services.
- Preferred PI – Access to several experienced General Insurance Brokers that specialise in professional indemnity cover and business insurances.
- Brokerage systems – Choice of remuneration payment systems, such as Commpay, REVEX, PayLogic, and other providers at your cost.
- Practice Consultancy – ‘one on one’ service in areas of business planning, client segmentation, pricing calculation assistance and client value proposition in the market.
- Additional AR file audit – any more annual file audits above 6 file audits.
- Pre-vet or vetting files – vetting SOAs as required and requested.
- Company document review – review company documents and templates such as FSG, SOA, ROA, Fee disclosure statements, Opt-in renewal notices, fact-finds for compliance issues and the provision of guidance on how to address these relevant AFSL compliance and governance requirements.
- AR Appointments – conducting proper due diligence and reference checking requirements when appointment new AR.
- Investment Research – Product and/or research committees as agreed by AFSL and Lifespan.
- Additional ARs – additional costs for more than 6 ARs.
- PD day attendance – additional financial advisers or staff attendance at live PD days (above 2 representatives for each PD Day).
- Marketing support – depending on requirements, allocation of time and staff to provide support.
- Lead generation – provide education training for planners on how to build their referrals.