Centrepoint Alliance has launched a new online application portal intended to “dramatically” streamline the transition process for new advisers.
In a recent statement, Centrepoint head of advice services Karen Machovsky said changing dealer groups is often a difficult process that involves regulatory issues and paperwork.
The new portal is designed to minimise the paper-based process by repopulating information into subsequent forms after the initial application.
“It ensures data is consistent, reducing the possibility of error in the process, and revenue is transferred smoothly and securely,” Ms Machovsky said.
Centrepoint added it will commit to contacting “every product provider” to inform them of the adviser switching licenses.
Further, Centrepoint has hired a “dedicated practice transition coordinator”, the statement said.
“Our message to advisers is: if you are thinking about leaving your current dealer group but are daunted by the whole process, we have an easy streamlined process and a dedicated person who will guide you through it,” Ms Machovsky said.
SUBSCRIBE TO THE IFA DAILY BULLETIN
News
- 20 Sep 2018Independent advice will prosper but must be paid for: LovedayBy James Mitchell
- 21 Sep 2018Former ASFA policy advisor to boost FPA ranksBy Reporter
- 21 Sep 2018Aligned advisers in search of freedomBy Adrian Flores
- 20 Sep 2018Banned Perth adviser did not engage in dishonest conductBy James Mitchell
- 20 Sep 2018‘No advisers have been mistreated’: DalyBy James Mitchell
- 20 Sep 2018Beacon advisers held ‘ransom’ while IIOF money remains missingBy James Mitchell
- view all
