RDR

RDR has the potential to change the landscape of financial advice significantly over the next 2 years. With the minimum advice qualifications likely to be Diploma status, clients are going to seek IFA firms with the best service and highest possible qualifications. It is widely considered that many IFA firms and individual IFA’s will retire, move into employed roles or simply change career.

We are offering an alternative option by simply becoming a professional introducer. You are able to transfer all current clients and renewals and still receive an income from these assets you have built up over the years. In addition we will pay a commission / fee split on all business written throughout the lifetime of the client and any new introduced clients.

Every week payment is made through our Inteliflo back office systems which would enable you to view all the clients introduced or transferred to us. This will provide you with the control of managing the ongoing income from any transferred / introduced clients.

The benefits are simple – no advice, no recommendations, no research, no files, no PI, no compliance costs, no compliance reporting, no FSA fees, no registration. Simply by introducing clients you are able to continue not only receiving an income from you clients, but build an increasing renewal stream and benefit from any initial fees or commission.

If in the future the business is sold, again you will benefit as you will still retain an ownership of that segment of the business.

If you want to discuss this further, please don’t hesitate to contact admin@fsadvisor.co.uk or contact us on 02920 451311.