We have received advice from the Provider that all accounts shall be migrated to Insignia platform on 29 March 2024. All MLC data feeds will cease to work from that date.

Feature Summary

*This feed supports history on initial activation. The adviser can also request history by emailing softwaresupport@mlc.com.au.

Configuration Process

Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform Feed

1. Enter the account information as per the statement:
   
   

   Field Name	Field Description	Example
   Account number	It is the MLC Navigator account number.	Account Number: 1234560005
   Product	Set to "MLC Navigator"	MLC Navigator

2. Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.

If all accounts are not linked, the system will create duplicate accounts for each existing holding that was not linked. The resulting duplication can be challenging to correct.

Authority Process

1. Download the following Privacy Agreement Template.
   

   The forms will need to include the following in order for MLC to accept them:
   The form must be signed and dated by a Witness. The Witness name should also be included on the form.
   The Full Name field of the adviser MUST be entered in the following format:
   Adviser name and name of Adviser company ("Adviser") or Dealer group name (“Dealer Group”)
   E.g: Joe Black of Black Financial Services Pty Ltd (“Adviser”) or Black Financial Services Pty Ltd (“Dealer Group”)

2. Print the Authority Form and arrange for your Adviser to complete and sign the form.

3. Request the adviser to send the signed form to:
   Email: softwaresupport@mlc.com.au
   
   Dear MLC,
   Can you please send Class Super the data for the following accounts:

   Adviser Name	Adviser ID
   ...................	..........................

   Kind Regards,

4. Under Configuration set up in Class, select the adviser from the drop-down.

   If the adviser code has not been entered, refer to How to enter Adviser Authorities in Class to add the adviser code.

5. Change the status of the feed to "Waiting on Provider"

Note: The data is expected to start loading automatically within 10 business days.