Information for advice professionals only.
Summary:
This learning lab webinar shared changes coming to BT Panorama for fee consent enabled by the Quality of Advice Review Tranche 1 changes.
What we’ll cover:
- The key changes to fee consent from Jan 10 - What’s happening to OFA renewal windows, adjustable reference dates, and more.
- How we’re embedding these changes into our digital experience - Learn about the new functionality coming to BT Panorama and how to efficiently navigate the process.
- How to effectively manage the transition period - We’ll discuss how to manage fee consent between Jan 10 and our March platform release.
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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.