End of Financial Year Banking Arrangements
As we approach the End of the Financial Year, it’s extremely important for us to invest your clients’ funds efficiently. We encourage you and your clients to include the following documentation with any contributions:
- A covering letter notifying TOWER of the contribution source
- The client policy number
- Any Eligible Termination Payment documentation where relevant
As TOWER can no longer accept Direct Deposits, we ask you to enclose a separate cheque for each contribution made. This will significantly help us to allocate contributions quickly and effectively.
Thanks for supporting our service endeavours and we look forward to continuing our business partnership into the new Financial Year.
Regards
Mike Siomiak
Head of Operations
TOWER Australia Limited
Disclaimer
This document has been prepared to be used by financial planners and advisers only. It is not to be provided to individual clients. The information contained in this document is general information only and cannot be considered to be financial advice. The information does not take account of the investment objectives, financial situation or particular needs of any particular client. To the extent permissible by law, TOWER Australia Limited (ABN 70 050 109 450, AFSL 237848) and its related companies (TOWER) specifically disclaims any liability that may arise for any direct, indirect, incidental, consequential or special damages that may arise from the access to or use of this document. No liability is accepted by TOWER for errors and omissions or for loss or damage suffered as a result of reliance on this document.
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TOWER Australia Ltd
A.B.N. 70 050 109 450
AFSL Number 237848