1. My Client Leads
EOFY Concessional Contributions Caps

2. My Client Leads
EOFY
These PUSH leads have been set up to support advisers with their EOFY client servicing:
Clients with less than 75% of their contribution cap
Clients with between % of their contribution cap
Clients with over 100% of their contribution cap

3. My Client Leads
How To
Adviser Online home page The five most recent leads delivered by My Client Leads will be displayed on the home page of MLC AdviserOnline as per the screen shot on the right. To view all available leads, click on the View all link at the bottom right.

4. My Client Leads
How To
Adviser Online This will open the My Client Leads application and you will be able to search for leads and action leads (and in the future, request leads). Click on the < Back to home link at the top right to return to the home page of MLC AdviserOnline. .

5. My Client Leads How To Accessing Lead details
Select a hyperlink under the Reason for action column and click to open the Lead details where you’ll find:
contact details of the lead for a particular client
explanation of the lead, why this client has been selected discussion points
client information such as account number, age, income, etc
responses for the lead
lead history