paraplanning online
 

Refer-an-Adviser Reward Scheme

Based on the excellent feedback received to date, we would like to think that our existing license holders would be happy to recommend our services to their peers and colleagues so they too can enjoy the benefits of Paraplanning Online’s ground breaking Suitability Report writing solution. We also believe that one of the best ways of advertising is by “word of mouth”, and that as a valued existing customer you should be rewarded for helping to “spread the word”. We are therefore delighted to announce details of our “Refer-an-Adviser” Reward Scheme, which will allow any existing license holder to share in the success of PPOL.

In a nutshell, you can earn £50 of Marks and Spencer vouchers for each adviser you refer, who subsequently signs up to the PPOL online Suitability Report solution. The more advisers you refer, the more vouchers you can earn!  

To ensure you are rewarded, you simply need to ensure that, on signing up, the referred adviser:

1. Quotes promotion code – PPOLRAR

2. Confirms your name and company name (as the person who has referred them) 

to our Customer Service representative on 01888 411188.

Terms and Conditions

  • Failure to notify a PPOL Customer Services representative of the name of the referrer AT THE TIME OF PURCHASING A LICENSE will invalidate any claim
  • Only the first referrer per referred adviser will receive payment from PPOL
  • Vouchers will be sent to the referrer once PPOL has received three monthly payments from the referred adviser
  • This offer is only open to existing subscribers of the PPOL report writing software
  • This offer is not valid where the REFERRED adviser is a member of the Paradigm or Caerus groups
  • If the referred adviser is entitled to any discount on their monthly subscription then the value of the vouchers paid to the referrer may be reduced accordingly
  • This offer may not be valid in connection with any other offers
  • This offer is subject to receiving a minimum of three months of subscription fees 
  • This offer is for a limited period and can be withdrawn at any time without prior warning
  • Where a referral is made that includes a company or organisation with more than one adviser, this will count as one referral and only qualify for one £50