Our Process

Initial Contact

On receipt of case submission form, adviser contacts the introducing IFA to discuss. The client is contacted to obtain completed fact find information and letters of authority.

Gathering Information

On receipt of KYC information and letters of authority, policy information is requested followed by a TVAS. On receipt of the TVAS contact is made with the client to discuss.

Suitability report

Sent to the client together with supporting documentation.


On receipt of the completed application forms we will manage the implementation process through to completion keeping the client and IFA updated throughout.

Return to introducer

On completion of the transfer we will ask the introducing IFA to reclaim the client and send us an invoice for the fee.


To start a conversation about the creative opportunities we could offer you as a company or individual, get in touch below: