Licensee Services

Are you looking to provide admin or paraplanning service as part of your licensee offering?

We can deliver a ‘White Labeled’ solution that you can control and manage for your network.

Do you provide admin support for your advisers but are finding the process expensive and difficult to manage?

We can provide  dedicated staff able to work with your existing paraplanning and admin teams.

Are you considering an offshore operation to complement your current service offering?

We can provide advice on setting up your own offshore operation.

Do you need help managing the compliance, training and admin of your financial planning firms?

Licensee Support Services – such as commission/brokerage reconciliation, bookkeeping, CPD training tracking, compliance, admin and tailored back office solution.

Frequently Asked Questions

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