Adviser Shop Home / Fee Advice Model Shop / RDR Transformation Package + Full Day Training + Support
 Price £ 5285.11
Price Guide $ 8739.46
Price Guide € 6148.17
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RDR Transformation Package + Full Day Training + Support
FS4-V1010907
Summary
Complete Financial Adviser Documentation Pack
Description
A complete set of over 180 financial adviser related documents, templates, client agreements, terms of business, quotations, letters, reports, invoices, follow up letters and more.
Support: Full day on site training plus 6 months telephone support from us. Suitable for: Finance Professionals Only. Estimated Man Hours Saved: To develop your own equivalent series of documents and templates, we estmate it would take 300 hours. Estimated General Administration Efficiency Savings: unlimited. Estimated Compliance Cost Saving: To engage a compliance consultant to write an equivalent package to this for you from scratch, we estimate a cost of £33,000. Format: The pack is supplied on a CD format for copying into your own systems. Each document or template is supplied in a common font, simple text with no logos, macros or other, to enable simple copy and paste into your own systems or others. Where applicable, we have offered field names to assist. Licence: Unlimited usage, copying, pasting and amendment. Saving on multiple machines allowed within own organisation only. Not permitted to repackage or resell as your own work. Delivery Method : Postal
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