Onboarding

Question 1

What is the Private Wealth structure to us?

Answer 1

1. Michael Saadie (Executive Private Wealth; CEO JBWere)
2. Winston Tan (Executive Transformation & Performance)
3. Sophie He (HO HNW Domain Orchestration)
4. Jan Volarik (Process Design & Op Model)

Question 2

When will the new Liferay Replacement portal go live (and classic portal be inaccessible to clients)?

Answer 2

June 2025

Question 3

What are Zip key dates?

Answer 3

• Dec 24 - Sep 25: Build and testing.
• Oct 25 - Jan 26: SIT/UAT & Shakeout
• Jan 2026: New clients using Zip platform (existing clients stay on current platform)

Question 4

When will Hex Horizon 1 go live (aspirational date)?

Answer 4

December 2026