Send a quick enquiry to Lifespan Partnership today and we’ll respond as soon as possible.
Online access to virtual AFSL community resources.
Head of Lifespan Partnerships will provide AFSL support concerning Lifespan Partnership’s services, including a fortnightly email news update.
You will have online access to a secure resource portal for Responsible Managers:
- Templates. A range of compliance documents including risk profile questionnaire, advice documents, Financial Services Guide and much more. All updated to accommodate ongoing regulatory changes.
- Research / access to Managed Discretionary Account (MDA) service. You will have access to a research-driven Approved Product List, a range of Managed Account Model Portfolios and the Lifespan MDA licence to house externally migrated model portfolios.
- Calculators and tools. ASIC calculators, budgeting tools, platform matrix spreadsheet and a MDA model portfolio construction tool..