Mercer >IS< Super application for FPA exclusive offer

Thank you for your interest in Mercer >IS< Super.

Mercer >IS< Super is a very easy-to-use tool that allows you to compare a wide range of super funds on investments, insurance, fees and services.

The Financial Planning Association (FPA) has endorsed the comparison report as a suitable checklist of information advisers should consider before arriving at a reasonable basis for super switching advice.

The FPA has negotiated the following special rates for its members.

Mercer >IS< Super Lite
(Guided model - factual)
Mercer >IS< Super
(Outsourced solution – ratings)
Subscriber

Mercer >IS< Super Lite includes

  • Summary of factual information on investments, insurance, services and fees for more than 130 super funds
  • Facility to automatically generate pre-populated FPA endorsed super fund comparison report in PDF format

Mercer >IS< Super Lite plus

  • Fee calculator – to calculate dollar cost comparisons by adjusting investment amounts, commissions, adviser review fees and investment options
  • Insurance premiums calculator – to calculate premiums by adjusting age, occupations etc
  • Mercer >IS< Indicate Star Ratings - for each investment option based on a weighted average of Mercer Ratings on underlying managers
Individual advisers
(Authorised reps only)
$650 pa + GST $1,200 pa + GST
Very small dealers
(up to 5 advisers)
$1,800 pa + GST $3,600 + GST
Small dealers
(6 - 20 advisers)
$5,500 pa + GST $7,900 + GST
  1. Please submit your application for these exclusive FPA rates by filling in the form below. You may choose your own log-in details provided the user name is not already being used.
  2. You will receive a licence agreement by email within 2 days, which needs to be signed and returned, to activate your account. Subscribers with multiple users will also have to provide details of additional users.
  3. You will be invoiced for 12 months and receive 1 month free trial access while this is settled and for you to ensure Mercer >IS< Super meets your needs
  4. On receipt of your payment you will receive 12 months access which is renewable at the exclusive FPA rate on an annual basis. If we do not receive payment in the first month it will be assumed you have cancelled the subscription.

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AFS Licensee Number: *
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Suburb: *
State: *
Postcode: *
Phone: *
Email: *
Username: *
Password: *
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Apply for demo access to: Mercer >IS< Super Lite
Mercer >IS< Super
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