Appointed Representative Proposition
Increased turnover through...
- Top Commission Rates
- Exclusive Products
- Whole of Market Proposition
- Recruitment & Cross selling opportunities
Adding value to your business through...
- Dedicated Management Support
- Professional Training Support
- Meeting high earning business professionals
Increased profits by reducing costs on..
- FSA Fees
To find out more about joining PTFS please call our Head Office on:
0121 767 1011
|FREE - Back office system support
We offer our members a back office system
“Personal Touch Financial Tool Box” which
is probably the best back office
system in the UK, built by brokers for brokers.
It makes doing business highly effective.
Free Protection Quotation engine
- Tracking & Reporting Functionality
- Integrated Sourcing & Research Facilities
- Contact Management System
- Compliance guidance
- Marketing support
- Training support
- Increased efficiency
Our Appointed Representatives receive fully comprehensive compliance support through our state-of-the-art back office system , "The Financial Services Toolbox" which guides our members through the maze of compliance in the market place.
Join as an Appointed Representative
Mandatory Criteria for Appointed Representative Status:
- Competent Adviser Status within last 2 years
- Minimum of £5,000 Capital Adequacy
Should you have any questions in relation to the above
criteria, or need further clarification, please contact
Regional Development Team
on 0121 767 1011 or email firstname.lastname@example.org
- Complete the relevant Application Forms as above (Retain copies for your own records)
- Send the forms to:
Membership Applications Department
- Await communication from Membership Applications Department to confirm your agency has been set up
4. Start submitting business and taking advantage of PTFS' Top Commission Rates
To join as an Appointed Representative please complete:
For help on completing your application, please see the following guidance sheets: