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Acorn Adviser Support Team |
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You will have full access to our highly efficient Adviser Support Team. The team is fully trained to take all the administration burdens off you, leaving you with more time to meet your clients and build new business.
The Acorn Adviser Support Team will: -
• Scan all documentation onto a client database
• Research products on your behalf
• Request quotes on our behalf
• Chase all business / commission / etc
• Provide a telephone answering service when you need it.
• Complete a comprehensive, bound suitability report for each of your clients |
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Compliance
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We have a range of very thorough systems in place to ensure all your work is fully compliant. This will relieve the ongoing compliance burden on you, giving you more time to concentrate on meeting clients and building new business.
• Compliance organised on your behalf
• Compliance checked at business completion –reducing non-compliance issues
• CPD organised monthly on your behalf |
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PII Cover* and FSA Fees |
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PII Cover and FSA fees included in support package saving you money |
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Client Database Management |
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All client records are maintained and updated on your behalf on First Software Database, giving you fast, easy access to all the information you require.
You will have one page access to: -
• Client diary / client correspondence / client telephone contacts
• All client files and documents
• Client suitability reports
• Client summary
• Access from anywhere in the World |
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In-House Experts |
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When you use the Acorn IFA support service you will have access to our specialist in-house experts. This will enable you to write business in areas beyond your current expertise.
• Specialist Pension Team
• Specialist Pensioneer Trustee
• Mortgage Advice Provision |
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Product Research Tools |
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With Acorn you will have free access to a highly professional range of product research tools and software.
• Trigold
• Exchange
• Synaptics
• Pension Profiler
• 1st Software |
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Commission Payment |
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Full commission payable every two weeks.
All commission chased on your behalf |
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Office Facilities |
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If you choose you can work out of Acorns office facilities, reducing your overheads, gaining instant access to the Adviser Support Team and networking with all the professional Acorn team
• Desk, computer and telephone can all be provided
• Telephone Answering Service to save you time |
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Marketing |
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We will help you grow your client base and communicate with your existing clients in a highly professional way, with business winning messages.
• Database mail shots developed, written and despatched on your behalf
• Professional marketing consultancy available for business development
*PII Cover terms apply. |
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Contact us |
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We believe the only way to fully appreciate the power of our IFA Support Service, is to talk to our team, allow us to answer your questions and provide you with an individual quote showing how much you could save.
Please use our contact form
call on 0800 280 0283 or
Email us at info@acornifasupport.co.uk |
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