Compliance - FOFA: Recording Services Delivered - Service Benchmark Offer Matrix

Compliance - FOFA: Recording Services Delivered - Service Benchmark Offer Matrix

Service Benchmark Offer Matrix 

List of service tracking rules displayed in the Services Delivered Report, and how the delivery of the corresponding service components can be captured in XPLAN using Notes and Review Management.

Description Service Benchmark Category Frequency Note Type Note Sub Type
Accounting Accounting Ongoing Strategic Partner Accountant
Quarterly Advice Committee Advice Committee Quarterly Client Meeting Advice Committee
Quarterly Asset Allocation Asset Allocation Review Quarterly Client Meeting Asset Allocation Review
Cash Flow Monitoring Software Cash Flow Monitoring Software Ongoing Cashflow Management Cashflow Monitoring Software (Xero/MoneySoft)
Centrelink Service Centrelink Service ongoing Centrelink Updates, reports, schedules
Annual Face to Face Review Face to Face Review yearly Client Meeting Review Meeting
Half-Yearly Face to Face Review Face to Face Review Half-Yearly Client Meeting Review Meeting
Monthly Face to Face Review Face to Face Review Monthly Client Meeting Review Meeting
Quarterly Face to Face Review Face to Face Review Quarterly Client Meeting Review Meeting
Fee Disclosure Statement Fee Disclosure Statement Ongoing Practice Compliance Fee Disclosure Statement
Insurance Claims Insurance Claims ongoing Insurance (Personal/Business) Claims
Annual Insurance Review Insurance Review yearly Client Meeting Insurance Review
Newsletter Newsletter ongoing Marketing Newsletter
Online Access Online Access ongoing Client Online Access Client Online Access
Opt-in Opt-in ongoing Practice Compliance Opt in
Annual Phone Review Phone Review yearly Client Meeting Phone Review
Biennial Phone Review Phone Review biennial Client Meeting Phone Review
Half-Yearly Phone Review Phone Review Half-Yearly Client Meeting Phone Review
Monthly Phone Review Phone Review Monthly Client Meeting Phone Review
Quarterly Phone Review Phone Review Quarterly Client Meeting Phone Review
Annual Portfolio Reporting Portfolio Reporting yearly Reports Portfolio Report
Half-Yearly Portfolio Reporting Portfolio Reporting Half-Yearly Reports Portfolio Report
Monthly Portfolio Reporting Portfolio Reporting Monthly Reports Portfolio Report
Quarterly Portfolio Reporting Portfolio Reporting Quarterly Reports Portfolio Report
Portfolio Review Portfolio Review Ongoing Client Meeting Portfolio Review
Biennial Progress Meeting Progress Meeting biennial Client Meeting Progress Meeting
Monthly Progress Meeting Progress Meeting Monthly Client Meeting Progress Meeting
Quarterly Progress Meeting Progress Meeting Quarterly Client Meeting Progress Meeting
Review Offer Letter Review Offer Letter Ongoing Client Meeting Review Meeting Offer
Seminar Seminar Ongoing Marketing Seminar
Webinar Webinar Ongoing Marketing Webinar
Planner Access Planner Access Ongoing File Note Email

 

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