The Integrity Approved Product List (APL) for representatives can be found here (click to download). Along with this document, any funds rated as ‘Recommended’ or ‘Highly Recommended’ by Zenith are also considered on the IFP APL.
If you wish to request a product is added to the APL you can do so by filling out the IFP Investment Committee Submission form, found here (click to download).
If you wish to seek approval to recommend a product to one particular product or if you have a client that holds a product that is not on the APL and you wish to retain the product solely for that client, then you can fill out an ‘Existing Product of Client or One Off Product Approval’ form, found here (click to download).
SUPER FUNDS & INDUSTRY SUPER FUNDS – Through your Zenith Mosaic login, you will now have access to Chant West Super and Pension Fund Ratings. Any funds rated as 4 or 5 apples are on the IFP APL.
If there is a super fund with 3 apples or less, where you have determined that it is appropriate and in the best interest of a client to RETAIN their existing superannuation fund, a Non-APL Product Industry / Government Sponsored Super Self Check Form (found here – click to download) must be completed and retained on your client file. Note that this form must be completed prior to providing the client with your recommendation.
The Investment Committee meet on a quarterly basis with Zenith Investment Partners. You can find market updates provided by Zenith along with other reports as well as the scheduled dates of Investment Committee meetings below.
You can log in to Zenith Investment Partners here to find investment research.
The documents below also form part of the APL.
