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Ann: Heads of Agreement with Sentry Group-IAM.AX, page-359

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  1. 6,165 Posts.
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    @junior64

    Thanks for the new info.
    MF can give Indian and Phil staff a pay rise.

    $80,000, Aust.
    $ 8,000, Phil ( was $6000 to 7000)
    $ 6,000, India ( was 5000)

    Saving
    = 80 staff x (80,000 - 8000)

    = $5.76m , (M1, M2 ?)

    --------------------------------------------------

    With respect i ask, "Whats your agenda?"

    You have saying similar thing for 6-9 months, to discredit IAM.
    Here is my 20c piece:

    Paraplanners (pps)

    1.Do Not give advice, as you surely know.

    They do back-office stuff, in the back office.
    (Similar to bank forex settlement office)


    2. IAM pps,

    (from FAQ)

    a)
    All staff have completed or are currently studying towards the
    RG146 Diploma Financial Planning, through Kaplan,
    the leading Australian Financial Services education provider"

    b)
    All staff are degree qualified, at Internationally accredited Universities, majoring mainly in Accounting or Finance

    c)
    Q.How can you offer the service in shorter time frames than other Paraplanning offerings?

    A. Our business promise is speed without compromising on quality. In order to deliver on this promise we align our staffing requirements to the fluctuating demands of our clients requests. We are able to achieve this due to the highly skilled, experienced and resourced team that we have grown and developed over time. As a consequence our SOA requests are responded to quicker and turned around faster.

    d)
    Q.
    How can you provide the service at far more economical rates than competitors?
    A.
    Due to the combination of investing in and developing efficient workflow systems and employing a mix of onshore and offshore staffing resources, this coupled with lower overheads enable us to offer a first class service at economy rates. Our aim is to increase the efficiency and reduce the costs of an Australian Financial Advice firm.



    See
    FAQ, for more faq.
    http://paypersoa.com.au/?page_id=12


    3)
    iPAC is jolly happy with IAM

    Interview: Revolutionising offshore outsourcing - Professional Planner

    www.professionalplanner.com.au/.../interview-revolutionising-offshore-...
    Jul 6, 2016 - Fisher is helping Australian planners reduce costs by outsourcing the ... Canion says the impact of outsourcing the firm's paraplanning has not ...

    PC says,
    IAM will not make pps jobs in Australia redundant...


    4) Ask iPac and Sentry why they are happy to use or trail IAM.

    (I think you know the answers better than anyone else)


    5) Let me introduce you to Sharon
    http://www.intigerassetmanagement.com/team-view/sharon-wright/

    Cheers
    G
    Dyor
    Last edited by Glyco: 21/09/16
 
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