IFA services

  • New Business Processing (online applications)
  • Online Illustrations (broker consultant, assureweb)
  • Chase up of new business until completion
  • Medical Chase ups
  • Filling Fact Finds
  • Research
  • Letters of Authority and obtaining information
  • Pension Transfers information handling
  • Existing Client Valuations reports
  • Use of Outlook / windows 7 office / power point / trigold / 1st software
  • Client file management
  • Maintaining & updating client data on any IFA┬áin-house software (1st software, backpack)
  • Reasons why letters (filled in the blanks)
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