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We are our clients only financial adviser

APL

payment catchup

Payway

dont give away advice

Ongoing admin vs advice

Intranet

pay frequency

Innovation summit

Anchor app

Millennials

Scoping, making sure the advice matches the clients wishes

Codeword

ROA?

Risk profile?

Surveys

Individual advice means the product and investment choice should come after

Pro Bono, Low value clients

CFS update - KKR, Rosco, new CEO

Licensee Summit