We hope you are all settling into 2012 well. The year is off to a flying start at AMG and we have been busy working on exciting new service and product enhancements.
Easier Application Forms
As part of our aim to streamline the AMG application process the following forms are now able to be electronically prepopulated:
- AMG Accumulation Application Form
- AMG Pension Application Form
- AMG Rollover Form
- AMG Adviser Remuneration Form
- AMG Direction and Indemnity Form
Launch of the New AMG Website
In the coming weeks we will be launching the new AMG website. It has many new features that will assist both you and your clients. These include a dedicated adviser section aimed at helping you grow your business with AMG and easily access all the information and forms that are required. What this space for the official launch date!
AMG General Manager awarded Fund Executive Scholarship
AMG Super General Manager, Alan Hegerty, has recently been awarded an Executive Education Scholarship from the Fund Executives Association Ltd (FEAL).
As part of the scholarship Alan will be attending the CEO Fund Leaders Forum at the Yarra Valley in early February. The Forum aims to address key issues facing the industry through a series of presentations and round-table discussions among industry leaders and experienced superannuation executives. Congratulations to Alan on this achievement.
Don’t Forget about New Automatic Insurance Transfers
Any insurance cover held with other super funds can now be transferred into AMG automatically when an account is rolled over. All the client needs to do is complete the new Choice of Fund Transfer Form and attach a recent statement from their existing fund showing the insurance cover.
Need more AMG Marketing Brochures? Contact Us
The brochure outlines how your clients can take control of their super by building a direct share portfolio within AMG. The brochure is available in two formats, one of which can be sent via email and the other is a hard copy fold out DL brochure. If you think that either of these brochures will be helpful in building your AMG client base please contact Alan Hegerty, General Manager- Distribution, on 07 3228 2676 or via email at email@example.com.