So, the financial adviser has met with the client, gathered all the information on any existing business, a suitability report has been produced and the client is happy to go ahead with the advice. But what’s next?

The responsibility of setting up any new policies and keeping the client updated generally falls with the administrator. It is vital that the process is well structured and streamlined to avoid any unnecessary delays for the client or errors in the processing. Unfortunately for the administrators, they’re working within a jargon heavy environment. Our new business module is here to give you a helping hand.

Units

- Vulnerable clients

- Submitting new business

- Application process

- Streamlining processes and liaising with clients

Price includes VAT.