onboardASSIST

This highly time consuming, exhaustive role, that each AFSL would eventually take on, will now be a pain of the past. When you obtain your own AFSL, or when new advisers join you from elsewhere, they must apply for a new code with every provider. Yes, every individual provider.

Once completed (2 days, sometimes 2 months later) the adviser’s clients must then be transferred from their old adviser code to their new one. No mean feat, we can assure you. We can also assure you we’ve done it literally thousands of times.

Put your time, effort and resources into something more productive. Let us do this part, with onboardASSIST.

In most circumstances the $500+GST fee will cover up to 30 provider changes, per adviser. Without question, this is one of the most highly utilised service offerings we have.