We'll appoint a dedicated relationship manager to give you expert support for the life of your plan. Your relationship manager will be your primary point of contact with us and will ensure everything we do for you is delivered seamlessly.
Record-keeping is at the centre of everything we do for you. Yes, we know it isn't attractive, but it is really important that we keep all your plan data accurate and up to date. This makes it easy for you to create reports for your management information, financial reporting, tax and regulatory requirements. We currently manage over 3.7 million participant records, so we've proven our processes work time and again.??
Simply log in to Issuer Online to access your reports all in one place. The portal also makes it easy for you to share files with us, request new reports and search for participant data.
When we develop your plan, together we'll specify all the different reports you'll need around contributions, sales, transfers, tax, and more. We'll build the reports and publish them to your online portal at the frequency you set.
When you need a different report, simply let us know - either online or via your relationship manager. We'll build it and publish it to your online portal, ready to download.?