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Generation Life
Generation Life
Email - [email protected]
Phone - 1800 333 657
Address - Level 17/447 Collins St, Melbourne VIC 3000
Website - https://genlife.com.au/
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Updated | Daily |
Supported Products |
See full list of investment options Investment option APIR codes Fund name Generation Life APIR code AB Managed Volatility Equities Fund ALL5090AU Affirmative Global Impact Bond Fund ALL0565AU Ardea Real Outcome Fund ALL0815AU Barrow Hanley Global Share Fund ALL0012AU Bennelong Concentrated Australian Equities Fund ALL7316AU DNR Capital Australian Emerging Companies Portfolio ALL0024AU Dimensional Global Bond Sustainability Trust ALL4846AU Dimensional Global Small Company Trust ALL0015AU Dimensional Sustainability World Allocation 70/30 Trust ALL7937AU Dimensional World 30/70 Portfolio ALL4096AU Dimensional World 50/50 Portfolio ALL1871AU Dimensional World 70/30 Portfolio ALL0030AU Dimensional World Equity Portfolio ALL8615AU EQT Wholesale Mortgage Income Fund ALL0029AU Evergreen Responsible Growth Model ALL9827AU Firetrail Absolute Return Fund ALL0527AU Generation Global Share Fund ALL3911AU Generation Life Tax Effective Australian Share Fund ALL3779AU Generation Life Tax Effective Growth Fund ALL0014AU Generation Life Term Deposit Fund ALL0028AU GMO Systematic Global Macro Trust ALL1297AU Hyperion Global Growth Companies Fund ALL4510AU Investors Mutual Australian Share Fund ALL0006AU Investors Mutual Future Leaders Fund ALL0003AU iShares Hedged International Equity Index Fund ALL0020AU iShares S&P/ASX20 ETF Portfolio ALL0002AU iShares Wholesale Australian Bond Index Fund ALL0025AU iShares Wholesale Australian Equity Index Fund ALL0019AU iShares Wholesale Australian Listed Property Index Fund ALL0026AU iShares Wholesale International Equity Index Fund ALL0033AU Kapstream Absolute Return Income Fund ALL8139AU Macquarie Global Listed Real Estate Fund ALL0021AU Macquarie Treasury Fund ALL0004AU Magellan Global Fund ALL0005AU Martin Currie Emerging Markets Fund ALL7777AU Martin Currie Equity Income Fund ALL0027AU * Represents ASX listing code. 1 Fund name Generation Life APIR code Martin Currie Real Income Fund ALL0018AU Mercer Future Wealth Balanced Portfolio ALL6968AU MFS Concentrated Global Equity Trust ALL0146AU MLC Horizon 2 Income Portfolio ALL6780AU MLC Horizon 3 Conservative Growth Portfolio ALL1421AU MLC Horizon 4 Balanced Portfolio ALL0022AU MLC MultiActive High Growth Portfolio ALL5569AU Morningstar Balanced Model ALL8831AU Morningstar Growth Model ALL8970AU Morningstar High Growth Model ALL4014AU Mutual ADI/Bank Securities ALL0032AU Pendal Enhanced Credit Fund ALL0032AU Pendal Sustainable Australian Share Fund ALL9466AU Pendal Sustainable Balanced Fund ALL1639AU Perpetual Australian Share Fund ALL0009AU Perpetual Balanced Growth Fund ALL0010AU Perpetual Conservative Growth Fund ALL3019AU Perpetual ESG Australian Share Fund ALL0023AU Perpetual Geared Australian Share Fund ALL0011AU PIMCO Wholesale Australian Bond Fund ALL0016AU PIMCO Wholesale Global Bond Fund ALL0008AU Stewart Investors Worldwide Sustainability Fund ALL5665AU Schroder Absolute Return Income Fund ALL0007AU Schroder Real Return Fund ALL9085AU Vanguard Balanced Portfolio ALL4532AU Vanguard Conservative Portfolio ALL0034AU Vanguard Growth Portfolio ALL0035AU Vanguard High Growth Portfolio ALL6521AU Walter Scott Global Equity Fund (Hedged) ALL5980AU Generation Life Equity Income Fund - Wholesale Class A ALL2027AU Generation Life Equity Income Fund - Wholesale Class D ALL1167AU Generation Life Equity Income Fund - Retail Class D ALL8669AU |
Available Information | Investment Details:
Superannuation Details:
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Datafeed Setup Instructions
Open the instructions for each stage of the setup process by clicking the arrow below.
Stage 1
Contact Provider
Contact Provider
Contact Generation Life for Datafeed Credentials
To request the initiation of a datafeed from Generation Life, send the following email:
Subject: Datafeed Request
To: [email protected]
Dear Generation Life Team,
I hope you are well.
We would like to request the setup of a datafeed to AdviserLogic for the following details:
Adviser Name: [Name]
Adviser Code: [Adviser Code]
Licensee: [Licensee Name]
Could you please confirm once this has been initiated? Let us know if any further information is required.
Looking forward to your confirmation.
Kind regards,
[Your Name]
[Your Company Name]
[Your Contact Information]
Await Confirmation from Generation Life
Once the datafeed is successfully set up, Generation Life will send a confirmation email.
This email will include a code for the Datafeed, which must be noted down as it will be required in Stage 2 of the setup process.
Stage 2
Setup Datafeed in AdviserLogic
Setup Datafeed in AdviserLogic
When you have the current datafeed credentials, you will need to follow the Setup Datafeed Instructions for AdviserLogic.
Go to Datafeeds, and select Datafeed Codes from the left menu panel. Select Add.
Select Generation Life from the drop-down menu. Then enter the stored credentials in the required fields and Save.
The necessary fields will show in a new window, enter the Adviser Code that can be found in the confirmation email from your provider.
The datafeed should be live within 72 hours.
Please check the File Received Last Date column from the datafeed landing page/datafeed codes page.
The last file received date should be within a few days of the current date.
Once the datafeed is established, you may also check this page to troubleshoot common datafeed issues.
💡Tip
It is a good idea to determine the code's expiry date from your provider and set a task for the following year to prevent datafeed interruptions.
If the datafeed credentials have expired and the datafeed has been inactive for some time the result will reflect in incorrect balances within the client's assets.
Stage 3
Map Client Accounts
Map Client Accounts
Once the datafeed is live you need to Map the client's accounts from the Datafeed to AdviserLogic.
Navigate to the Datafeed screen and select the provider from Datafeed Management > Select Platform from the dropdown.
Select the Adviser Code from the dropdown. option.
Search for the individual, and select the Map options.
Select the Map button. Choose From:
Create New - If the client is not added to Adviserlogic and you want to map the account code with the client without creating the client in the Fact Find.
Existing - To map the datafeed to an existing client. Recommended
Joint - To map the account code with the joint entity.
Once the account is mapped search for the client again and select the refresh button. This will force the data through immediately, rather than waiting the requisite 24 hours.
📌Note
Avoid mapping to the superannuation entity, as this is created by AdviserLogic after the account is mapped.
Always map to the Client’s Name, SMSF, or Trust.
If Super Is the Policy Owner
When a super fund owns an insurance policy, it should be linked to the corresponding super fund account rather than the client or partner.
Please ensure that the relevant super fund account is already present in the client's superannuation section.
Investment Datafeeds are only available to users holding an Investment Adviser License or Comprehensive Adviser License.
Contact your CSM for more information on License Types.
General Information
Please note that it can take up to 24 hours for policy data to be updated from Generation Life source systems into an adviser’s financial planning software
What information is not available?
Insurance Policy Information
Personal details beyond name and date of birth
What conflicts might it cause?
None are currently known.
SMA Grouping
N/A
Troubleshooting
Please read the Datafeed issues FAQ to help you resolve common datafeed issues.