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IFA Proposition

Benefits

  • Flat fee payment structure, regardless of the volume of business you place
  • No long-term contracts, giving you the power to be totally flexible with your business
  • Competitive network deductive
  • Competitive procuration fees
  • Regulatory handbook, updates & guidance
  • Full suite of suitability letter templates and Initial Disclosure Documents
  • Training and Competence (T&C) manual
  • Annual audit
  • Free PI cover
  • Choice of free sourcing software

    • Making your money grow

  • Electronic updates on all regulatory issues
  • Mortgage Enquiry Helpdesk
  • Access to panel of over 100 lenders
  • Access to off-panel lenders
  • Access to a full range of General Insurance products
  • Marketing support and compliance sign off procedures
  • Full complaint handling procedure
  • Face-to-face relationship management

Charges

  • £250 per month per firm (inc. first adviser)
  • Additional Members £125