Click on images to expand in a new tab

Contact TAL

Phone - 1300 286 937

Address - GPO Box 5380, Sydney NSW 2001

Website - https://www.grouphq.tal.com.au/

Type	Insurance
Updated	Weekly
Supported Products	Tal Insurance Products
Available Information	Insurance Policy information: Benefit Type Sum Insured Policy Number Premium Premium Basis Premium Frequency Issue Date Status Payer and Beneficiary details

Datafeed Setup Instructions

Open the instructions for each stage of the setup process by clicking the arrow below.

Stage 1

Activate Datafeed with TAL

TAC will display the registration details. Activate by selecting Activate or the Dist No.

TAC will display the registration details. Select Activate again.

🚧Important🚧

You cannot proceed to stage 2 unless the Status shows as Active

📌 Adviser Code for Stage 2

The Adviser Code is your unique identifier used to activate datafeeds.

✅ Where to Find It:

Located on the TAC Setup screen.
Displayed as the Distributor Number.
Typically consists of around 5 digits (e.g., 12345).

Stage 2

Setup Datafeed in AdviserLogic

Once 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 Tal from the drop-down menu.

The necessary fields will show in a new window, enter the Adviser Code from Stage 1 in the Account field.

💡Tip

The Adviser Code is your unique identifier used to activate datafeeds.

✅ Where to Find It:

Located on the TAC Setup screen.
Displayed as the Distributor Number.
Typically consists of around 5 digits (e.g., 12345).

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 2

Map Client Account

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 AdviserLogic creates this 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.