Client comments

I am pleased to advise that our year-end processing has completed, a day ahead of schedule. The following is a brief summary of what we achieved:

• quarter end distributions processed, direct credits paid;
• transaction statements emailed and faxed for all products;
• distribution statements emailed and faxed for all products except Personal Choice;
• unit prices struck and processed for 1 July and 2 July, so all up to date, back to normal daily cycle;
• Income Plus distribution statements produced;
• distribution statements emailed and faxed for Personal Choice;
• distributions for all products reweighted;
• annual tax statements emailed and faxed for products;
• Income Plus distributions paid;
• annual tax statements emailed and faxed for Personal Choice;
• CGT statements printed;
• distribution statements, transaction statements, annual tax statements sent to the mail house;
• CGT statements will be mailed later this week.

Mark Stanley l Manager, Business Analyst Team
AVIVA Investors (formerly Portfolio Partners Limited)

Note: Portfolio Partners is an Australian funds management company responsible for managing approximately $9 billion on behalf of retail and institutional clients.

I would like to pass on some feedback re the OneVue regression testing. My team of BAs/testers have highlighted in their monthly report, 'OneVue's regression testing has improved immensely'.

With the last two major releases they have not had to raise any major defects as a result of their own regression testing. The very few defects they have raised have either been already existing or very minor. This is a great result and we would like to pass on our thanks to the OneVue team.

Kathleen Weeks | Senior Manager - Customer Solutions | Investments
Australian Unity Limited

Note: Australian Unity is a national healthcare, financial services and retirement living organisation with more than $680 million in revenues, and providing services to more than 400,000 Australians. It is a mutual organisation with over 185,000 members and employs over 1,000 staff.

At Challenger, we believe there is a better way of providing financial services that ties high-quality advice with high-quality products.

Efficient administration and service processes based on excellent technology are vital to our mission; that's why we chose OneVue.

Hayden King
General Manager, Administration & Operations
Challenger Financial Services Group

Note: Challenger is a diversified financial services organisation with total funds under management of $16.2 billion.

OneVue has dramatically improved our operating efficiency and has the features we need to develop future products and business platforms. It gives us applications that previously only a larger organisation could afford.

Tony Burrill, Director of Operations
AVIVIA Investors (formerly Portfolio Partners Limited)