Paraplanner Hub

Quick access to resources for paraplanners.

Technical

Check facts and get up to date on legislative and regulatory changes with technical guidance

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Products

Match the right product with your client’s needs.

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Funds

Match the right fund with your client’s needs.

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Suitability Reports

Oracle Live Webinars

Recorded and upcoming Webinars, covering a wide range of topics, available through our Oracle Live hub.

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Literature

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Tax Planning

With a wide range of investments, wrappers and tools we try to help make your planning job easier.

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Fund Reporting Tool

Understand the funds available to your clients or check fund prices and performance information with this tool.

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