Vision Direct.

PROPOSITION

£150+VAT per month per firm
Additional Advisers (£75 per month)
  • Regulatory handbook, Updates and guidance
  • Full suite of suitability letter templates and inital Discolosure Documents
  • Training and competence template manual
  • Annual audit
  • Competitive Procuration Fess
  • Choice of free sourcing software
  • Electronic updates on all regulatory issues
  • Mortgage enquiry help desk
  • Access to panel of over 100 lenders
  • Marketing support and compliance sign off procedures
  • Compliant handling guidance
  • Face-to-face relationship management
  • Access to exclusive PI Colver
  • Access to full range of Gerneal Insurance products