Earlier this month we were pleased to launch our new pre-lodgement service: New Biz Assist
The service is designed to ensure your clients’ first impression of IOOF is one of exceptional service, responsive administrative support and quality products.
Additionally, getting applications right first time will hopefully help you to maximise your business efficiency.
New Biz Assist involves us reviewing your new business applications before you send them in for processing.
We’ll review the application and provide feedback within 24 hours, providing a simple way for you to lodge them – first time, hassle free and without delay.
The new service…
We hope you begin to use this new service and that you find it helpful for your business.
Need to know more? Got some feedback? Pick up your phone and chat to your Business Development Manager about New Biz Assist. We always welcome your feedback – good or bad – and we’d be more than happy to help you learn about the new service.
Viewpoint
Contents
Newsflash: Pension drawdown relief for retirees
Newsflash: New Biz Assist: getting it right first time
Newsflash: The Bulletin Board: a new way to stay up to date
Technical Strategy: The benefits keep on coming: Family Tax Benefit Part A
Technical Strategy: Changes to Superannuation for Temporary Residents
Product Spotlight: New and improved PDSs - now available for ordering
Product Spotlight: Over 70 major additions to investment menus
Product Spotlight: Separate BPAY® Biller Code for Salary Sacrifice contributions
Performance Data
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