We’ve listened to your feedback about enhancing our data feeds to improve the quality and scope of the data we provide. So, we’re upgrading our FirstChoice data feeds to External Platform Interface (EPI) file format, EPI 4.3 from late May 2022 for Iress Xplan users. The EPI feeds will progressively be made available via other financial planning software providers over time.
EPI data feeds include additional fields to accommodate the latest industry and regulatory conventions and allow us to provide richer data including:
- The ability to send underlying managed account holdings and transactions
- ETP components
- Pension payment details
- Extended transaction and income details.
The EPI feeds will reduce the need for multiple data entry and manually keying in data to update your client database system with your FirstChoice clients’ information.
We’ll notify you when data feeds have been upgraded. When that happens, we’ll provide instructions for actions you may need to complete for the new data feeds to be available to you.
If you have any questions or would like more information, please contact you local Business Development team.
Adviser Use Only
Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer of FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension, FirstChoice Employer Super offered from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. CFSIL also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This document is based on the understanding of current regulatory requirements and laws as at April 2022. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including CFSIL accepts responsibility for any loss suffered by any person arising from reliance on this information. This document provides information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.
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