Foundation Package
Foundation Package – Core Offer
The package includes…
- AAG Licensee PI & Xplan
- Choice of 2 Investment Management Platforms
- Choice of Commercial Debt Funding Package
- Menu of Additional Services
- Access to financial planning software
- Advice tools & templates
- Investment Research & technical Support
- Professional Development
- PDM, Licensee Standards
- Compliance Audits
- Compliance remediation
- Revenue Collection
- Kaplan Access
- Career Pathways Program
- AAG APL & Tailored Managed Accounts Solution
- Choice of Branding & Marketing Collateral**
- AAG Paraplanning Service: Compliance by Design (Bos)
- Future Enterprise Valuation Realisation Program – FEVR®
- Succession & Transition to retirement Program
$46,000k 1st Ar $25k 2nd Ar Pi $8,800 PA
* non negotiable Year 1: Licence fee subject to change and inclusive of gst 1 0ct 2020 ** T’S & C’S apply – Own Brand own cost
Empowering you, the AAG way
At AAG, we are committed to helping our advisers focus on doing what they do best, serving their customers.
