LaVista Licensee Solutions
ClearView has launched a new dealer services offer, called LaVista Licensee Solutions, which gives financial advisers that want to be self-licensed access to their back office systems.
Advisers can pick from a menu of services that includes compliance and monitoring of authorised representatives, a technical helpdesk, marketing and software support, or they can chose an off-the-shelf package of essential dealer services.
LaVista can also help advisers who are thinking about getting their own Australian Financial Services License (AFSL) to understand the application process and their ongoing licensing obligations. It also offers support in obtaining the appropriate licence.
“We recognise that being part of a dealer group isn’t the right option for everyone but through LaVista they can have the best of both worlds,” ClearView group licensee general manager, Todd Kardash, said.
“Our goal is not to tell advisers how to run their business but to help them meet their legal obligations so they can focus on seeing clients and growing their business, confident that nothing is slipping through the cracks.”