|
Member Support
Member Support
Support and high levels of service to all
Members, Providers and Clients of the
PTFS Network
Queries concerning:
Compliance documents outstanding on toolbox
Policy creation
Password re-sets
Training centre and website navigation
Any general queries and on-line helpdesk
Website registration
Toolbox & Training Centre logins
Please call our dedicated team on:
Group Number: 0121 767 1002
Member Support Email
|
Regional Development Team
Queries concerning:
Business Growth & Development
Recruitment
Network Proposition
Help & Guidance
Lead Generation
Key Messages
DA Recruitment & Proposition
Please click here for your Regional Postcode area
Group Number: 0121 767 1011
Regional Development Email
|
|
Marketing & Events
Group Number: 0121 767 1075
Marketing E-mail
|
Membership Applications Team
Queries concerning:
Recruitment Application Queries
Induction Date Queries
Appointed Representative and Adviser Application Processing
Introducer Application Processing
Upgrades to Product Authorisation
Induction Course Dates
Changes to Company Status/Controllers
/Personnel & Contact Details
Ordering of Sourcing Systems (Assureweb/Webline/Exchange/
Engage/Ex-Web/URU and Engage)
Website Registration
Toolbox Logins
Resignation Requests
Reference Requests
Group Number: 0121 767 1063
Click here to email us
Fax Number: 0121 767 1085
|
|
Product Sales Development Managers
Queries concerning:
Product Development Queries
Lender and Provider Contacts
General Insurance & PMI -
Hannah Tasker - E-mail
Investments & Pensions -
Simon Hewitt - E-mail
Protection - Charlotte Power - E-mail
Mortgages - Nazia Cleall - E-mail
|
PT Debt Solutions
Queries concerning:
Adviser Applications
Commission Queries
Training
Submitting Client Applications
Case Queries
(all above for PTDS related issues only)
Group Number 0121 767 1123 - E-mail
Fax Number: 0870 487 4905
Web Address: www.ptds.co.uk
|
|
General Insurance
Queries concerning:
Existing and New Business
Renewal business
Group Number 0121 767 1111
|
Executive Support
Helen Houghton – 0121 767 1107 - E-mail
PA to Doug Crawford, John Ruddick & Karen Pearson
Rachael Millard - 0121 767 1101 - E-mail
PA to Dev Malle, Julia Herdman & Andy Walton
|
|
Accounts and Commissions
Queries concerning:
Commissions - chasing of commission
Unreconciled section on Toolbox
Credit Control - releasing held payments
Credit Control Cautions
Miscellaneous Entries
Commissions: 0121 767 1030 - E-mail
Credit Control - 0121 767 1034 - E-mail
|
Compliance Support
Queries concerning:
Compliance Guidance Documents
Sales Process Documents
Template Suitability Letters
Compliance Technical Enquiries
Group Number 0121 767 1150 - E-mail
|
|
Financial Promotions
Group Number 0121 767 1170 - E-mail
|
Sales Quality Review
SQR Mortgage & Protection: 0121 767 1125
SQR Investment & Pensions: 0121 767 1019
SQR Development & Improvement: 0121 767 1088
|
|
Training and Competency
Queries concerning:
Competency sign off for individual
Guidance for branch supervisors
Supervisor and IFA training courses
Group Number 0121 767 1120 - E-mail
|
Training and Development
Queries concerning:
Help with Toolbox Training Requirements
Toolbox Training courses
Induction Courses
Group Number: 0121 767 1140 - E-mail
|
|
Risk Assesment
Queries concerning:
Firm Field Visits
Annual file audits
Group Number: 0121 767 1090 - E-mail
|
Transferring Agents
Queries concerning:
Leavers Agreements
Transfer of business
Sucession Planning
Group Number: 0121 767 1109
Fax: 0121 767 1015 - E-mail
|
|
IT Support
Queries concerning:
Technical Help
Toolbox Technical Guidance
Group Number: 0121 767 1014
E-mail
|
PTFS Referrals Team
Queries concerning:
PI Insurance
Group Number: 0121 767 1100
|
