Fee Based Advice Model Includes Documents Templates Reports
Fee Based Advice Model Includes
Fee Safe Fee Based Advice Model includes a range of over 180 separate documents, templates and reports:
Static Fee Based Advice Model Includes Documents that can be amended to your needs:
- Information Authority Forms
- Agency Authority Forms
- Credit/Debit Card Instruction Forms
- Endowment Sale Documentation Procedures
- Factfinds - various pension, transfer, general, mortgage, lifetime mortgage
- File Notes and Timesheets
- Annual Review Documents
- Terms of Business - various online, face to face, non face to face, corporate
- Key Facts and Initial Discloure Documentation
- and more ...
Fee Based Advice Model Includes Templates that can be incorporated into your client contact systems:
- Information Authority letters
- Agency Authority letters
- Initial Contact letters
- Follow up letters
- Cancellation letters - terms and policies
- Surrender, partial surrender letters
- Policy enclosed, received letters
- Direct Offer packs and procedures
- Execution only letters
- Free text letters
- Update letters
- File notes
- Invoice letters and follow ups to non-payment proceedings
- Money Laundering forms
- Policy, Key facts letters
- Quotation templates and letters, range of UK and International planning
- Receipt letters and invoices
- Ongoing Review letters and invoices
- Submission, switch and surrender letters
- Suitability reports
- Wills and Death Notification letters
- and more ....
Buy a FeeSafe.com package in the shop or request compliance help today.
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