Who it impacts
Clients and advisers
Material issues
Client responsibility
Product governance and digitalisation
Why it is important
“Doing the right thing” by clients for us means acting with integrity when delivering our services and protecting client interests. This will ultimately lead to a growing and satisfied client base with a strong retention rate.
FY25 progress
Improved the efficiency of our processes by continuing to remove paper forms
Developed and enhanced our vulnerable client policies and procedures
Set up a dedicated team for our small cohort of non-advised clients
Future priorities
Collaborating with sustainability focused clients/advisers
System development to better facilitate inter-generational planning
Enhancing platform sustainability information and reporting
