introducing our new advice document design
TRANSCRIPT
INTRODUCING OUR NEW
ADVICE DOCUMENT DESIGNAdvice Technology TeamJuly 2020
DISCLAIMER
2
The material shown in this presentation is for general information purposes only. It is not intended to be, nor should it be read as specific personal investment or risk advice.
Whilst all care is taken in the preparation of this material no warranty is given with respect to the information provided, and accordingly no responsibility for errors or omissions, including responsibility
to any person by reason of negligence is accepted by Centrepoint Alliance, Professional Investment Services or Alliance Wealth Management Pty Ltd companies or any member or employee of
Centrepoint Alliance, Professional Investment Services or Alliance Wealth Management Pty Ltd companies.
Before acting on any of the information contained in this presentation you should obtain special advice from a specialist investment or risk professional, which is appropriate to your specific investment
or risk needs, objectives and financial situation.
3
• Introduction
• What’s changed | New branding elements
• New customisation features
• Showcasing sample SoA
• Actions required
AGENDA
4
• Updated themes will be available from tomorrow, Friday 31 July
• Document downtime this afternoon from 4:30 pm – 6:30 pm AEST
o All other Compass functions will be operational
• New theme will be applied universally across the entire Compass network
• Aesthetic changes only – no changes made to the structure and content of our advice documents
• Availability of paper documents on Centrepoint Connect will be communicated via email
KEY INFO
NEW BRANDING
ELEMENTS
6
NEW BRANDING ELEMENTS | ‘TEAL’ THEME
Step Strategy - Arial, Bold, 10pt, #4EBFC7
1 Arial, Regular, 10pt, HEX 000000
2 Arial, Regular, 10pt, HEX 000000
3 Arial, Regular, 10pt, HEX 000000
Heading style 1 - Arial, Bold, 20pt, HEX 016C8CHeading style 2 - Arial, Bold, 16pt, HEX 000000Heading style 3 - Arial, Bold, 12pt, HEX 000000Heading style 4 - Arial, Bold, 11pt, HEX 4EBFC7Body copy - Arial, Regular, 10pt, HEX 000000
Text Format
Table Format
Colour Palette
7
NEW BRANDING ELEMENTS | IMAGERY
Will appear on:▪ Cover pages
▪ Divider pages
▪ SoA Appendix - Education
Guides
8
NEW BRANDING ELEMENTS | NEW ICONS
Goals and
Objectives
Advice
document
NEW
CUSTOMISATION
OPTION
NEW FEATURE | OPTION TO EXCLUDE IMAGE AND ICONS
Practices now has the option to exclude all images and icons from your advice documents.
11
SAMPLE DOCUMENT | STATEMENT OF ADVICE
WHAT DO YOU NEED
TO DO?
WHAT YOU NEED TO DO | 1. UPDATE MANAGED FIELD CONTENT AND ANY
OTHER CUSTOM TEMPLATES
14
WHAT YOU NEED TO DO | 2. SEND THROUGH ANY LOGOS AND CUSTOM
COVER PAGES
Practice logo Licensee logo (AAP only)
15
• Refreshed advice document designs available tomorrow (31 July)
• Universal branding changes include:
‒ ‘Teal’ theme
‒ ‘Swirls’ imagery
‒ New icons
• New option to exclude imagery and icons from your advice docs
• Actions required:
‒ Update any Managed Field Content templates that still has old theme applied
(e.g. Services Entitled and Received text for the FDS)
‒ Send any logos and/or custom cover page requests to
SUMMARY