What information do you need and how do I provide this?
We ask for you to provide us with a fully completed fact find and risk profile for your client and where possible full details of your clients existing policies.
As you would expect for an accurate and fully compliant report, we will also require full meeting notes. However, we understand that all advisers have different working styles and so we try to take a flexible approach. You can provide information to us in any of the following ways;
• A full copy of your own notes or fact find, scanned, emailed or uploaded onto our secure online system
How secure is the information I send?
We are registered with the Information Commission under the Data Protection Act 1998 and as such all data will be treated with the strictest confidentiality. We offer the option of a secure online dropbox system whereby files are shared electronically. All of our computers are password protected and backed up on a daily basis.
What services do you offer?
What are your charges?
We find that one size does not fit all and prefer to discuss individual requirements before quoting. We can work on a fixed fee per case or an hourly rate.
How do you charge?
We will invoice you within 7 days of completion and ask for direct payment to our account within 14 days.
Who is responsible for the advice?
Precision Paraplanning is not authorised or regulated by the FSA. The adviser remains responsible for the advice and recommendations.
What is the turnaround time?
This will vary depending on the type of report and research required, however, once all information has been gathered we endeavour to have all works completed within 5 days.
How are the reports sent to me?
You can either collect your report via our secure online dropbox system or we can email the final report to you. The reports will be sent to you in Word format.
Can you incorporate my company logo?
We are happy to incorporate company logos and branding and can also amend fonts and styles to match your company image. We are also happy to use any specific report templates that you prefer.