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
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
Our insurance partners are: • Discovery Insure • PPS STI • CIB • Momentum • Old Mutual • New National
Our insurance partners are: • Discovery Insure • PPS STI • CIB • Momentum • Old Mutual • New National
quality production Co-ordinate the local samples (SMS, PPS, Shipment) and strike-off checks, to ensure they
quality production Co-ordinate the local samples (SMS, PPS, Shipment) and strike-off checks, to ensure they
of components are met Implement 8D Practices and PPS Practices as and when required Ensure Zero outstanding
meetings as prescribed by Praga Production System (PPS) Ensure daily meetings is attended To have a good
meetings as prescribed by Praga Production System (PPS) Ensure daily meetings is attended To have a good