Transitioning to Securitor

Transitioning your business

You will have a dedicated point of contact assigned to your business to help you feel confident every step of the way. Their role is to assist you in all aspects of the transition so that you can hit the ground running – covering everything from stationery to training your staff.

We can also help you notify your clients. It’s a positive message: while they will continue to enjoy the personalised service that you offer. You and your clients can also take further comfort knowing Securitor, as part of the Westpac Group has the backing of one of Australia’s largest financial institutions. They now have the added comfort of knowing that your business is operating under the AFSL of one of Australian's top* advice licensees – which forms part of the Westpac Group.

Having already prepared your business, the transitioning process is based on the following milestones:

• Migration of your data to a new platform (if applicable)
• Client communication
• Correspondence to product providers
• Additional training – according to your needs and wants
• Attendance at your first Professional Development day

_{*Ranked no. 11 in the IFA Dealer Group survey – Top 100 October, 2009}