compliance

Convert to Fee Based Advice

Introducing FeeSafe™

• Are you a new financial adviser firm that is looking to save hundreds of development man hours by having a huge, complete suite of useable template documents?
• Are you an existing financial adviser firm that needs some structure to its adminstration?
• Are you struggling with converting from a commission based model to a fee income stream model?
• Do you want a one off cost and not expensive, ongoing licencing or monthly fees?
• Would you like a 'client terms of business agreement' that has been tested by an aggressive solicitor where they also sought barrister's opinion? The partner of a former 'client' decided they did not wish to settle our fees for work genuinely done in good faith by us. They paid.
• Would you like to ensure that you never work for free and waste no more time on potential clients that do not intend to proceed with you? Would you like to bill them for this wasted time and effort?
• Would you like to spend more leisure time and less time on administration?
• Would your like all your clients to be kept up to date, easily and simply?

FeeSafe™ is a full set of over 180 financial adviser standard letters, Convert Fee Based Advice documents, templates, reports and  procedures that we have developed over the years to ensure that we run an efficient practice.