scheduled system outage - saturday 22nd november 2008

On Saturday 22nd November 2008 at approximately 9.00am, Præmium will be undertaking a Disaster Recovery test to ensure that your data can be fully protected and restored in the event of any critical outage at our offsite data centre.

During this process, the V-Wrap and p-Desktop systems may be unstable or slow. There may also be interruptions to the system and, although unlikely, it is possible that any data entered into V-Wrap during this time may be corrupted or lost. For this reason we recommend that you, and anyone who has access to update data through your service, do not update any data in your service until you receive the "All Clear" system message which we will send once the test has been completed.

Further updates and reminders will be provided to users through the System Messages on V-Wrap. We thank you for your co-operation and apologise for any inconvenience this may cause.

new! portfolio valuation snapshot ‘as at' date

You can now view the value of a portfolio on a certain date without needing to recalculate the portfolio. To do this, you simply need to enter the required date into the ‘As At' date field to the right of the Include Loans box.

This can be especially useful if you have decided to disable the recalculation of portfolios while printing reports or reconciling your service. While the recalculation function is disabled, this snapshot feature will still be available to users so that they can view valuation details at a date different to the recalculation date.

This feature is available for any date up to the current date. This means that if a portfolio has only been recalculated to the 30th June 2008, you can view a Portfolio Valuation as at the 30th September 2008. However, you should be aware that any unconfirmed corporate actions in the portfolio between the recalculation date and the valuation date will not be taken into account.

new! transactional cashbook matching field

A new column has been added to the Transaction History screen to help you identify which transactions have been matched with corresponding cashbook entries. This column can be found on the far right hand side of the Transaction History table.

When a portfolio is recalculated and V-Wrap matches a purchase or sale with an entry in the cashbook, the Cash Matched checkbox on the Transaction History screen will now be automatically ticked.

You should note that this feature is not applicable retrospectively and will only apply to transactions matched from the 1st November 2008. You can, however, manually tick the checkbox by editing the transaction if you wish.

new! search by adviser function

Previously, when searching for portfolios by Adviser, users had to enter the full name of the Adviser in order to bring up their portfolios. This search criteria has now been expanded to allow users to search by User ID or the Wild Card feature that was already available in the Portfolio Name/ID field. The Wild Card feature allows you to enter an asterisk (*) before and/or after part of the adviser's name or User ID.

These changes are applicable to all screens that have the Adviser Search functionality.

p-desktop enhancements

Several new enhancements have been added to p-Desktop over the last week. The primary changes included:

Look and feel: The look and feel of the navigation menu and tool bar has been enhanced to provide a ribbon control, similar to what you see in MS Office 2007. When you click on a menu item, you will now see a ribbon which contains both the icon and the text of the tools within the menu. This should make it easier for you to remember what each function is, plus improve usability if you have a smaller resolution screen.
Quick access toolbar: You can now create your own quick access tool bar with the functions that you use all the time. To do this, you simply right click on the top navigation bar and then enter the functions of interest to you.
Historic market capitalisation: You are now able to review historic market capitalisation changes between two dates. This function can be found under the Market Data menu.
Statement of Advice: You are now able to include broker research data in the Statement of Advice template.

For further information about p-Desktop and these enhancements, please contact Client Services on mail@praemium.com.au or 03 8622 1222.

demystifying sma seminar: 19 november 2008, gold coast

Are you going to the FPA National Conference this year? Get into the swing of the Gold Coast a day early and join us for this practical seminar which will demystify Separately Managed Accounts.

Hear directly from some of Australia's leading SMA subject matter experts and providers to discover how you can use SMAs in your own business and how they fit into client's portfolios.

AGENDA
2:00 - 2:15 Welcome & introduction

2:15 - 2:45 Improving client retention post sub prime; Paul Resnik, Paul Resnik Consulting Group

2:45 - 3:15 SMAs...an innovators delight; Richard Fabricius, Fat Prophets

3:15 - 3:30 Afternoon break

3:30 - 4:00 How the SMA works - a practical demonstration; James Maramis, Præmium

4:00 - 4:30 Using SMAs to advise on strategies not individual securities; Arthur Naoumidis, Præmium

4:30 - 5:00 SMAs - Empowering financial planners; Andrew Varlamos, Powerwrap

5:00 - 6:00 Cocktail hour!

Click here to see a more detailed agenda

Date: Wednesday 19th November 2008

Time: 2:00 - 5:00pm

Location: Watermark Hotel, 3032 Surfers Paradise Blvd, Surfers Paradise, QLD, 4217

This seminar has been accredited by the Financial Planning Association of Australia (Accreditation Number 003555) for 2 points credit of Continuing Professional Development.

Book your seat today by contacting Præmium on rsvp@praemium.com.au or 03 8622 1264.

fpa 2008 national conference

Gold Coast, 20-21 November 2008

Præmium look forward to seeing you on the Gold Coast at the FPA 2008 National Conference (20-21st November 2008).

All of the State Managers will be present at the conference, so please call by Booth 48 to meet them. We can also provide live demonstrations of p-Desktop and V-Wrap at our stand for those who are interested.

recent announcements

In case you missed the following recent announcements from Præmium, you can read them by clicking the links below:

Audio Broadcast of Chairman’s and Group CEO’s AGM Presentation (12 November 2008)
Results of AGM (10 November 2008)
Chairman's/Group CEO's AGM Address to Shareholders (10 November 2008)
Three UK Sign Ups to SMARTfund (20 October 2008)

You can view ASX Announcements at any time by visiting our website.

The information in this publication is of a general nature. While Præmium Limited and its related bodies (‘Præmium') endeavour to provide accurate and timely information Præmium do not guarantee that the information in this publication is accurate at the date it is received or that it will continue to be accurate in the future.

Issue 12 14 November 2008