AN INTRODUCTION INTO THE COMPLYX PROCESS Paraplanning
ComplyX has positioned itself as the only outsourced paraplanning company that is both offshore and onshore. With strategic alliances to compliance and technology businesses, we are well positioned to become the largest outsourced paraplanning business in Australia. We are well known for delivering complex, high quality statements of advice. We have regularly been selected to run large transitional programs which are high volume, complex advice documents where turnaround times, quality and scale are all tested.
Our turnaround times are 5-7 business days with the option to request an urgent delivery of a SoA for an additional cost. Turnaround times for changes to an SoA are 24-48 hours. In situations where there is a priority for a SoA to be turnaround, we ask that you try and give us as much notice as possible and we will always work to align with your goals. paraplanning paraplanning paraplanningparaplanning
We price SoA’s based on Advice Areas
To Note, ComplyX consider multiple strategies under each Advice area as one ‘area’ of financial planning when classifying the complexity of the deliverable. For example:
1. A SoA with super rollover, salary sacrifice and NCC is considered a ‘Super’ SoA with a low rating as these all fall within the area of superannuation.
2. A SoA with super rollover, salary sacrifice and NCC, Life and TPD and Income Protection recommendations is considered a ‘Super & Insurance’ SoA with a medium rating as this fall within the area of superannuation and insurance.
3. A couple SoA will form one additional Advice area. For example, a couple superannuation SoA will be deemed as 2 Advice areas and hence classified with a medium rating.