Macquarie Wrap to include FDS assistance

The functionality will allow advisers to customise their FDS in line with the services and approved product list they offer to clients.

“Advisers are going through a significant period of change at the moment, so our first priority has been to deliver a simple solution that helps them to navigate their way through this new environment,” said Macquarie Adviser Services head of sales – platforms Cameron Spittle.

“We have taken a collaborative approach and engaged our clients throughout this journey, closely consulting with them to understand their needs and how we can respond to them.

“It is off the back of their feedback that we are launching the fee disclosure statement functionality and providing advisers with the tools they require to help them hit the ground running post-1 July.”

Macquarie Wrap to include FDS assistance

Reporter

Last Updated: 12 June 2013 Published: 12 June 2013