Our Services
Each Adviser has their preferred way of working; therefore there are a number of options to fit around you, providing high quality, compliant reports.
To speak to a member of the team the office is open during normal business hours (9-5, Monday – Friday). Alternatively there is a central email address ensuring your request or case is dealt with promptly all year round.
As the team work together on each case you can be confident in receiving the best advice every time.
With each option the major advantage is that the contractual service is provided on a ‘Pay as you earn’ basis. Therefore eliminating the fixed costs associated with Value Added Services.
* Percentages relate to initial commission / fees and not trail income or ongoing adviser charges.
Temple Bronze
Commission
8% *
If you prefer to stay in control but need a helping hand with the security of compliance and file checking, choose between Option 1or Option 2.
The Para Planner is responsible for:
Option 1: Research, illustration / KFD
Option 2: Application suitability letter
The Adviser is responsible for:
Obtaining policy information
Addendum requirements
Scanning and attaching documents
Policy & commission/fee tracking
Mortgage sourcing
Obtaining letter of authority from the client
Complete & attach the Fact Find
Service proposition & investment strategy
Anti-money laundering requirements
Ensure the application is signed
Fee agreement (when applicable)
Switch/replacement form
Research, illustration/KFD or Providing application suitability letter
Temple Gold
Commission
10% *
The only requirement from you is a fully completed Fact Find and details of what you would like to happen based on the clients objectives.
The Para Planner is responsible for:
Obtaining policy information
Research, illustration/KFD
Providing application suitability letter
Addendum requirements
Scanning and attaching documents
Policy & commission/fee tracking
The Advisor is responsible for:
Mortgage sourcing
Obtaining letter of authority from the client
Complete & attach the Fact Find
Service proposition & investment strategy
Anti-money laundering requirements
Ensure the application is signed
Fee agreement (when applicable)
Switch/replacement form (when applicable)
Temple Silver
Commission
9% *
Temple Silver Service allows you to keep hold of client administration while having the security and support of a professional Paraplanning team.
The Para Planner is responsible for:
Research, illustration/KFD
Providing application suitability letter
The Adviser is responsible for:
Obtaining policy information
Addendum requirements
Scanning and attaching documents
Policy & commission/fee tracking
Mortgage sourcing
Obtaining letter of authority from the client
Complete & attach the Fact Find
Service proposition & investment strategy
Anti-money laundering requirements
Ensure the application is signed
Fee agreement (when applicable)
Switch/replacement form (when applicable)
