Leads and Referrals for Advisers: Commission Rates

We offer a fantastic commission share of up to 40% when we refer our clients to you and you see them for us ....Standard Commission/Fee Share: 30%
- Client Initial Discussions: We do
- Our Factfind Questionnaire: You complete
- Suitability Report and Advice: We research, we write the report, you discuss with client
- Application Forms/Tax Forms: You complete
- All questions on client questionnaire are fully answered
- No Errors/Omissions on client questionnaire when we check accuracy with client
- No Errors/Omissions on Application/Completion Documents when returned to us
- If there are errors, these are simply time costed on how long it takes to fix and deducted from the 10%.
- ALL ADMIN done by us - ALL CHASING done by us - ALL RESEARCH done by us - ALL QUOTES done by us
- ALL REPORTS done by us - ALL COMPLIANCE done by us - ALL BUSINESS processed by us
- ALL FEES & COMMISSIONS chased by us - NO CLAWBACKS - client fee agreements protect us all
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