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'Introducer AR Status' added to Julian Harris Network

I am very pleased to announce that we the Julian Harris Adviser Network have today launched a new regulatory status in our Network, that of Introducer Appointed Representative. If this is not of interest to you, but you think it might be of interest to someone else, please forward it to them.

Key Points

Ideal for firms or individuals associated with our industry (such as Estate Agents, Accountants etc).

Allows them to have this FCA regulated status on their stationery. Giving them a formal, professional public image.

Allows them to earn extra income purely for introducing clients to our authorised advisers.

Allows them to advertise (subject to our prior approval).

Can introduce investment, pension, mortgage and insurance business to our Whole Of Market FCA authorised advisers. Being Whole Of Market / Independent means you can be satisfied that your clients are getting the best possible advice and products selected from the whole of the marketplace (not just one provider or a limited panel, for the distributor’s financial benefit).

All parties involved would sign a contract, protecting their interests. Remuneration is paid every Friday (where due).

Why Julian Harris Adviser Network?

  • We have been offering our services for 24 years (one of the longest standing Networks).
  • We have a reputation for honesty and keeping to our word.
  • We offer investments, pensions, mortgages, insurances and also all the relevant associated products and services.
  • All Introducer Appointed Representatives would be subject to initial and ongoing due diligence checks. This keeps standards high.

Kind regards, Julian.

Julian Harris AFPC, G60 MAQ

Julian Harris IFA And Mortgage Adviser Networks
 

This sounds great. What are the fees/monthly costs? Also what would you require the future IAR to provide? Do you carry out full credit checks, etc?

There are no set up or ongoing fees for an IAR with ourselves. Our standard agreement would be for the IAR to receive 30% of all commissions and fees generate. This rate is negotiable based on volume and quality. As we are an IFA Network as well as an MA Network, introductory commissions can be earnt on a large range of products and services, including lots of ancillary services, as per the Ancillary Services section of our website julianharris.net . Also, as we are Independent / Whole Of Market advisers, you can rest assured that your clients would get the best, most competitive products select from the whole marketplace.

Following MCD in March this year, it is a requirement for firms to carry out due diligence on Introducers. We could chat this through with you should you wish.

Kind regards, Julian. 07703 569850

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