Business affinity program
IOOF is committed to building genuine, long-term business partnerships with advisers. Our business affinity program offers you range of services designed to address the unique needs of your business. Utilise our specialist teams as an extension of your own business.
| Service | Description |
|---|---|
| Business Optimisation Program | The IOOF Business Optimisation Program is a workshop which takes you through benchmarking, assessing your business and creating strategies for growth. You will be armed with essential skills which will help your business prosper. |
| Compliance support | IOOF can provide practical compliance support to you via a team of professional legal and compliance consultants. These consultants can assist with margin lending requirements, Australian Credit Licensing (ACL) and annual AFS and ACL compliance reviews. |
| Marketing support | IOOF has a team of marketing specialists that can assist you in growing your business through strategic, well executed marketing activities, such as newsletters, presentations and campaigns. |
| ParaPlanning services | To assist in the growth of your business, you can access our team of experienced ParaPlanners. Our ParaPlanning Service aims to help you with preparing leading industry advice documents in a timely and cost effective manner. |
| Research support | Through our internal research department, you can access fully researched approved product lists (APLs) and model portfolios. |
| Technical support | Keep up-to-date with legislation and current strategies with help from our TechConect team. They will keep you informed through email alerts, quarterly bulletins, monthly tech sessions and PD day presentations. |
| Transition services | The Transition Team consists of both administrators and para planners so that we can offer advisers a comprehensive service from analysing client data and coordinating the administrative functions, through to assistance with the preparation of Statements of Advice. |
For more information or to access any of the business affinity program services, contact your business development manager or adviser services.
Any materials or services provided will be subject to the terms and conditions of use as agreed with IOOF upon commencement of participation into the IOOF Business Affinity Program. No responsibility is accepted by IOOF for the use of the materials or services.