outsourced paraplanning service
Paraplanning Online's outsourced paraplanning service is provided under our sister company, Alexander Rowland Associates, on a “pay as you go” basis. This means you are free to use it as often as you require to suit your individual requirements and business cycle. Our pricing structure (please see the downloads below) is presented as a transparent menu of costs, thereby providing you with the utmost flexibility to be as involved as you desire in this process, on a case by case basis.
The benefits
- Gain access to an AFPC qualified / Certified Financial Planner Paraplanning Service
- Only pay for the service as you require it
- Only pay for those elements of the service that you require
- Guaranteed 5 working day turnaround time
- Free up more of your time for remunerative client facing activities and concentrate on building your business
- Feel reassured that the report is up to date in terms of taxation, legislation and compliance directives
- Provides a professional report which can be tailored to reflect your house style and personal preferences
- Access to the major research systems available on the marketplace
When submitting a case, please email all of the relevant forms and information, as per the list below, to paraplanning@ppol.co.uk
• A signed copy of our Terms of Business (see below)
• A copy of the client Fact Find
• The relevant Supplementary Advice Form(s) (SAF) (see below)
• Full details of any existing arrangements that you would like reviewed within the report
• Any illustrations that you have already obtained
• Any other additional information that you feel is relevant to the case
On receipt of the above, we will email you a Proposal. This will confirm, any additional information we still require, the expected timescale and the definitive cost to provide the report. You will subsequently need to confirm your acceptance of the proposal prior to us commencing work on any given report.
| Download | Date | Document Title | File Type |
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26/02/2010
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ARA Terms of Business
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Adobe PDF
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26/02/2010
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ARA Menu of Costs
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Adobe PDF
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23/03/2010
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Pension Information Collection Form
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Adobe PDF
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26/02/2010
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Investment SAF
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Microsoft Word
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26/02/2010
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Pension Planning (pre-retirement) SAF
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Microsoft Word
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26/02/2010
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Retirement Options SAF
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Microsoft Word
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26/02/2010
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Income Protection SAF
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Microsoft Word
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26/02/2010
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Protection SAF
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Microsoft Word
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26/02/2010
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IHT SAF
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Microsoft Word
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26/02/2010
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IHT Supplementary Questionnaire
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Adobe PDF
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