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The market is becoming complex and unpredictable. The aim of this offering is to assist you with access to specialist advice on cases that may be potentially time-consuming, require expertise outside of your core business or where you don’t have the necessary permissions in place.
impact will deal with the client directly and cover all compliance and regulatory needs.
Key points to note:
- As you will probably expect, we have a formal agreement to be completed. This is important for both of us, and the client too.
- Appropriate FCA permissions may be required in certain circumstances.
- If you hold Appointed Representative status under the FCA it is incumbent upon you to advise your Network and obtain their agreement to work under this arrangement. Once approved, Impact SF will commence liaison with the introduced client in respect of the mortgage/finance. This helps ensure Impact SF meet Legal and Regulatory obligations.
- A proc fee will be paid on completion for the referral.
Call the impact team on 01403 27 26 25 to find out more
