As you may know, CA Financials’ licensee is currently AMP Financial Planning (AMPFP). A licensee provides support to an advice practice in the form of compliance, training, business support, among other things. Over the last 12 months we have been thoroughly considering our licensee arrangements including researching alternative licensee options to ensure CA’s goals and clients best interest at aligned with the right licensee.
We have fortunately found a licensee called Infocus Securities which we believe is going to be a great company to partner with. Infocus has been operating for more than 20 years, generally their ethics and values aligned closely to CA Financials’.
The good news is there is little to no impact for our clients. Your advice, strategies, products and investment holdings will all remain the same (even if you have an AMP product). We intend to commence the transition period in July/August 2022. This will have some disturbance for us internally but should not impact your situation. We simply ask you to be patient with us during these months as we learn new internal processes, etc.
Whilst it’s sad to be moving on from AMPFP because we have had a long history with them, this next chapter is very exciting for us and we hope our next 40 years can continue to be positive with Infocus.
Should you have any concerns or questions, please reach out to us. Furthermore, if you do not wish to continue with CA Financial and Infocus Securities you do not need to. See more information below regarding your options.
We have been servicing your financial planning needs as an authorised representative of AMP Financial Planning, an Australian financial services licensee.
We have decided to leave AMP Financial Planning to join Infocus Securities another Australian financial services licensee.
You do not need to do anything as a result of this change. If you do nothing, we will continue servicing your financial planning needs, but under an authorisation issued by Infocus Securities. We will be in contact shortly about next steps.
However, if you do not wish to be transferred to the New Licensee, please click on the below client election forms that can be emailed directly to email@example.com.
If we do not hear from you within 14 days of this communication, it will be assumed that you wish to move with us to Infocus Securities.
If you have any questions which you would like us to answer, please call us on 02 9955 7288.
If you have financial planning products (e.g. Superannuation, Insurances) please use the following ‘Client Election Form’.
If you have debt products (e.g. home or investment loan) please use the following ‘Client Election Form’.
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