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Longer-term use of this clever pen supports its viability for IFAs

New service Proposition

NewProposition

 

From 1st April 2011, ValidPath has gone live with a two-tier Network service proposition.  We have recognised that not all regulated firms want the same things from us, so from now on we offer the following approaches:

 

At lower cost Core service, encompassing:  authorisation, PII, backoffice, compliance-checking, supervision and commission processing
At slightly higher cost 'ValidPartners' service, including all of the above plus a comprehensive range of practice-development, marketing, telephone support and training services.

 

Precise details are available upon request, but both levels of service are based upon the following principles:

  • absolute transparency in terms of charges
  • absolute transparency in support and features
  • the best possible terms negotiated with third parties for software and paraplanner support
  • full weekly reconciliation of commission and fees
  • absolutely no VAT
  • no insidious financial arrangements which introduce conflicts of interest or undermine full independence
  • a commitment to ethical professionalism that is increasingly rare in the financial services marketplace

We've been doing this successfully for a lot longer than most Networks, so we know what works.  To register your interest, click here.


Kevin Moss, 18/04/2011


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