About the Package…

Advisers who have met all the Licensee requirements as set in the Foundation Package, having shown a willingness to adopt embrace the AAG WAY and in accordance with their Transition & Succession program will be invited to upgrade from the Foundation Package to AAG’s Evolution Package.

The Transition & Onboarding program is as follows:

Phase 1: 0 to 6 Months

• Minimum Foundation model ‘time under tension’ and probation period
• Shown willingness to adopt to the AAG Way

Phase 2:  6 to 9 Months

• Completed the AAG Way accreditation program

Phase 3: 9 to 12 months

• Established transition & implementation to the Evolution modelling of existing clients
• Advice Pod tailored structuring and resource support Design
• All e2e Alpha Omega & Beta Vetted with Strategy Development Manager/ S Adviser

Phase 4: Beginning 1st 12 months

• Onboarding & Compliance Committee Assessment progress to date
• All e2e Alpha Omega & Beta Vetted with Strategy Development Manager/S Adviser ongoing

Phase 5:  1st quarter 12 Months – 24 months

• Qualifying Advisers must have met/tracking to schedule with
• Quarterly rolling assessment
• Met and maintained KPI’S as per transition Agreement
• AAG POD G200 Tracker
• Transitioned 50% existing Investments to AAG managed APL, 100% New Business to AAG APL