Page 3 - IAS Overview Booklet
P. 3
Client Care Consolidator Package
Who is the Client Care Consolidator Package most suitable for?
This CC Consolidator Package is recommended for a client to whom you provided a Statement of
Advice that was limited to personal life risk insurance and did not include any other financial
service or financial product advice.
The specialist component of this CCP is the Financial Directions Report.
The FDR is emailed as a ‘flipbook’ and posted to your client every two years. It delivers a structured
client update process that allows you to determine if there is a need for a full financial review that
could result in additional financial advice and services.
The Advice Matters Magazine and Financial Insights & Updates serve as excellent reminders
of your services and ability to provide them with relevant financial advice and information.
DELIVERY DELIVERY
CLIENT REPORTS FREQUENCY METHOD DATE
Post + Every 2 years from
PART 1 Financial Directions Report Biennial
Email implementation
PART 2 ‘Advice Matters’ magazine Biannual Email May, December
Towards the end of
PART 3 Financial Insights & Updates Monthly Email
every month
