Real time, digital access and processes 24/7
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We’re very excited to bring you a digital first, paperless experience which aims to bring new efficiencies to the way we work together, putting you in control 24/7.
New registry system
New online application process with straight through processing
New digital adviser and investor portals
Significantly improved digital processes
Better for the environment
Reducing paper
Everything in one place
Transact and find key documents and information all in one place
Easier and simpler
No more filling in forms and physically sending them
Some fantastic new features are coming your way
Act now to ensure a smooth move to the new AdviserOnline
There are a few things for you to know and do to ensure you’re ready to take advantage of the features of the New AdviserOnline when it launches.
Things to do before launch
1. Update your contact details
Please ensure we have your email address (not a group admin address) and mobile number. You will need these to be recorded with us to access the new portal.
2. Register your support staff
Your support staff will require their own individual access, so please ensure they are currently registered for AdviserOnline. You can do this now by clicking the sign in button Challenger.com.au and following the instructions for new users.
3. Update client contact details
Ensure we have your clients email address and mobile number so they can access their accounts online, provide digital consent when you are acting on their behalf and receive important notifications.
Things to do at or after launch
1. First time access for you
At launch you will receive an automated email with instructions to sign in for the first time. You will need to sign in and complete the required ID validation and reset your password. This ID validation is only required the first time you sign in to the new AdviserOnline portal.
2. First time access for your team
Any of your team members who are currently registered for AdviserOnline will receive an email with sign in instructions. They will also need to complete an ID validation the first time they sign in.
Important Information
Moving to digital, paperless communications
All communications with you, your team and clients will be moving to paperless digital delivery from launch, so it’s important that we have correct contact details. If you have clients who would like to opt out of digital communications, they can do this by calling us on 13 35 66.
Keeping your clients informed
We will be providing updates to your clients as we approach the launch of the new portal. We will keep you informed of any client communications, and you can view copies here [anchorlink to client comms section]
Transaction freeze
There will be a short period where you will be unable to make any changes to client accounts as we prepare to move to the new version of AdviserOnline.
New PDS
We will be issuing new Product Disclosure Statements (PDSs) and Target Market Determinations(TMDs). From the launch date, all new quotes and applications must use the new PDS and TMD. The current version of the relevant product’s PDS and TMD is always available via our website here (link to PDS Section)
Transitional arrangements
We recognise that you may have applications in progress with clients when we move to the new platform. To support this we will have transitional arrangements in place for a period post launch. For the moment just keep using the current process.
Multi Factor Authentication
From launch, access to the adviser and client portals will require Multi Factor Authentication. To complete this authentication, all users including you, your team members and your clients will need to have their mobile number and e-mail address recorded with us. Clients can update their details by calling us 13 35 66. If you need to update your contact information, please email our Adviser Operations team operations@challenger.com.au.
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More efficient than ever
Adrian Aardoom, Head of Retirement Distribution
“I like that I receive an income for as long as I live. It’s consistent. And that’s a real comfort to me. I get a part-age pension as well which I mainly to use to pay the bills and everyday things. The annuity money is for “extras” like birthday presents or going out for a special occasion. It allows me to enjoy my retirement.”