We’ve been working on a range of enhancements to make North easier to use and increase your efficiency.

We’ve responded to adviser feedback with improvements to the investment switch, adviser reporting and insurance.

We’ve also created an automated email notification to let you know when your clients receive PYS inactivity letters, including the ATO low balance sweep, and the insurance opt-in request.

We’re confident the changes will help to reduce transacting times and your overall cost to serve with using the North platform.

Check out the video for an overview of the changes.

What you need to know

Any advice in this article is provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) and is general in nature only. It is for adviser use only and must not be distributed to or made available to retail clients.

Any advice in this article does not take into account any person’s personal objectives, financial situation or needs. Before acting on any advice, a person should consider its appropriateness and the relevant North Managed Portfolios PDS before deciding what’s right for them. The North Managed Portfolio PDS is available from northonline.com.au or by contacting the North Service Centre on 1800 667 841.

NMMT is part of the AMP group and can be contacted on 1800 667 841 or north@amp.com.au.

If a person decides to purchase or vary a financial product, companies within the AMP group will receive fees and other benefits, which will be a dollar amount or a percentage of either the premium they pay or the value of their investments. Contact AMP for more details. The information in this document is current as at August 2019 and is subject to change without notice. MyNorth is registered trademarks of NMMT Limited ABN 42 058 835 573 AFSL 234653.