Financial Planner Partner and product providers (PPs).
between Financial Planner and product providers (PPs)
Equipped to follow the formal complaint resolution
/>Submission of intermediary appointment notes to relevant PPs.
Monitoring the submission of intermediary appointment
that ongoing fees are received from the relevant PPs
Capture and checking of new business documentation
together with supporting documentation to relevant PPs
Monitoring the underwriting and acceptance of
business transactions are confirmed by the relevant PPs timeously
Providing an ongoing service and maintenance
Financial Planner Partner and product providers (PPs).
between Financial Planner and product providers (PPs) Equipped to follow the formal complaint resolution Submission of intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment that ongoing fees are received from the relevant PPs Capture and checking of new business documentation together with supporting documentation to relevant PPs Monitoring the underwriting and acceptance of new business transactions are confirmed by the relevant PPs timeously Providing an ongoing service and maintenance
Financial Planner Partner and product providers (PPs). Equipped to follow the formal complaint resolution Submission of intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment that ongoing fees are received from the relevant PPs. Capture and checking of new business documentation together with supporting documentation to relevant PPs. Monitoring the underwriting and acceptance of new business transactions are confirmed by the relevant PPs timeously. Providing an ongoing service and maintenance
between Financial Planner and product providers (PPs) Equipped to follow the formal complaint resolution Submission of intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment that ongoing fees are received from the relevant PPs Capture and checking of new business documentation together with supporting documentation to relevant PPs Monitoring the underwriting and acceptance of new business transactions are confirmed by the relevant PPs timeously Providing an ongoing service and maintenance
Financial Planner Partner and product providers (PPs). Equipped to follow the formal complaint resolution Submission of intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment that ongoing fees are received from the relevant PPs. Capture and checking of new business documentation together with supporting documentation to relevant PPs. Monitoring the underwriting and acceptance of new business transactions are confirmed by the relevant PPs timeously. Providing an ongoing service and maintenance
and measurements are to spec, prepare pattern for PPS once fit is approved, check garments and verify that
ing, Measuring and Submitting documentation for PPS, and BPS samples
Financial Planner Partner and product providers (PPs). Equipped to follow the formal complaint resolution Submission of intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment that ongoing fees are received from the relevant PPs. Capture and checking of new business documentation together with supporting documentation to relevant PPs. Monitoring the underwriting and acceptance of new business transactions are confirmed by the relevant PPs timeously. Providing an ongoing service and maintenance