Client Care and Support

Client Care and Support

We understand that everyone’s circumstances are unique and that policyholders considering the iExtend offer may need extra support due to a number of factors, including chronic health, mature age, cognitive disability or cultural background.We will ensure the process of applying to iExtend is transparent, flexible and well-understood, and the policyholder is treated with respect and compassion every step of the way.All information received is treated in line with our Privacy Policy.
Our client care and support principles
1. Early consideration

Vulnerability can come in many different forms and may not be immediately apparent. In this case, the iExtend team will work with you and your adviser during the pre-assessment and risk eligibility process to determine whether you need additional support.

2. Flexibility

We recognise that everyone’s circumstances are unique, so the iExtend team will work with you and your adviser to determine how our offer fits your circumstances. We’ll look at each situation individually and be flexible in tailoring our communications to enable an outcome that works for all parties.

3. Compassion and respect

The iExtend team will always approach each situation with compassion and respect, ensuring the way we communicate is clear and delivered in the way you and your beneficiaries find clear and simple. prefer..

We acknowledge the Gadigal of the Eora Nation, the traditional owners and custodians of the land on which we work. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who work and live on this land.

The iExtend Life Co-Ownership Arrangement is issued by iExi Pty Ltd ABN 33 654 132 813 AFSL 555362 (iExtend). Please read our Financial Services Guide. The information provided in this document may contain general advice, but it does not take into account your client’s objectives, financial situation or needs.

Before acting on or making any decision in relation to the iExtend Life Co-Ownership Arrangement or any other financial product, you should consider the appropriateness of the information, having regard to your client’s personal circumstances, as well as the Product Disclosure Statement and Target Market Determination for the iExtend Life Co-Ownership Arrangement.

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