 Some examples of this could include:
- We can create bespoke trust solutions
for your business. As an example we could provide
an IFA with a flexible power of appointment
trust that the IFA can then use for investments
it is
recommending with different product providers.
This would allow the IFA to use just one trust
rather needing a number of separate trusts
from each product provider being recommended.
It also
allows the IFA to recommend products where
the company does not already offer its own trust
arrangements. The directors have experience producing
a full range of trusts and arrangements together
with supporting documents.
- We can create tools for your business
to make it easier for your advisers to provide
advice on a particular product. For example
this could include write-ups, presentations or
indeed,
standard paragraphs. Importantly, this can
also be useful from a compliance point of view
as you
will pre approve the content for the adviser
to use.
- We can create full technical and marketing
response packs for the new leads generated
by Palladium Solutions other marketing services
for your business.
Technical & Marketing
Resources Overview >>
Technical
Marketing - Guides >>
Bespoke
Product Design and Marketing >>
The Wallet
Finance Guide >>
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