Risk Researcher - How can I update the owner to super fund for super-owned cover?
Hi brain trust, When I click REC button in Premium Estimates section, this product appears on Recommendations section. However, ownership for super-owned policy is the client's name. How can I set it up to 'Superannuation' automatically?🤓Xplan Hint: DBFO consent comes to Xplan Risk Researcher
Did you know Risk Researcher now enables you to document client consent for insurance commissions? As many of you know, from 9 July 2025, advisers providing personal advice on life insurance will need to obtain informed client consent before implementing advice or receiving commissions. (Delivering Better Financial Outcomes (DBFO) Act 2024,) Now, you can easily record client consent using the new Insurance Commission Consent (ICC) column in Risk Researcher’s recommendations screen. It allows you to indicate whether consent has been received for each product you recommend. And yes, there’s new merge syntax available so you can include the details in your documents. This update was the result of conversations with several of you. Many shared that consent would typically be captured in their Advice documents (e.g., ATP) or other consent forms. For more information, check out the community article Meeting DBFO informed consent requirements in Xplan. Now that Risk Researcher supports consent tracking, and lets you include it in your documents, we’re also thinking ahead. Are there other ways you’d like to use this data? We’d love to hear your thoughts around any other use cases you see for insurance fee consent. Let us know in this thread!
