Our Service Model For Tax and Accounting Professionals

Our key objective is to enable Tax and Accounting professionals to provide their clients with a high quality financial planning, investment management and account administration service which is transparent, cost effective and avoids any potential conflict of interest.

We believe that Tax and Accounting professionals are best positioned to provide these services given the trusted relationship they share with their clients and the intricate knowledge and understanding they have of their clients’ financial and personal affairs.

Our service model enables Tax and Accounting professionals to be the primary contact for their clients and control the advice they receive.

Politis Investment Strategies provides each Authorised Representative with the full support of investment, technical, administration and compliance professionals during the initial Financial Planning process and on an ongoing basis.

The initial process of providing Financial Planning advice under the Politis Investment Strategies service model is as follows:

  • Authorised Representative collects all necessary information from their client
  • Technical Service Team at Politis Investment Strategies will prepare the Statement of Advice in consultation with the Authorised Representative
  • Statement of Advice is forwarded to the Authorised Representative for presentation to their client
  • Administration Team at Politis Investment Strategies will prepare all documentation required to implement the strategy
  • Implementation documentation is forwarded to the Authorised Representative for signature by the client
  • Execution of implementation documents is undertaken by the Administration Team at Politis Investment Strategies

The ongoing process of providing Financial Planning advice under the Politis Investment Strategies service model is as follows:

  • Ongoing investment management is undertaken by the Investment Management Committee at Politis Investment Strategies
  • Portfolio and account reconciliation, record keeping and reporting is undertaken by the Administration Team at Politis Investment Strategies
  • Ongoing administration support provided directly to the clients of Authorised Representatives
  • Ongoing technical support provided by the Technical Service Team at Politis Investment Strategies
  • Six monthly reviews conducted by the Authorised Representative with their clients using the Politis Investment Strategies client management software
  • All compliance and regulatory requirements facilitated and monitored by the Compliance Team and Dealer Group Support Team at Politis Investment Strategies

We have developed a reputation for providing our Authorised Representatives with outstanding technical, investment, administrative and compliance support. Our team’s experience, knowledge and accessibility will give you the comfort of knowing you have access to the resources required to provide this high quality service to your clients.