Presales Report Creator
Available on the homepage of our secure site this automated report takes only a matter of minutes to create, is branded with your logo and can be personalised to suit your clients needs.
Included in the Pre-Sales pack:
- Broker branded cover page
- Editable cover letter
- Editable statement of suitability
- Overview of product recommendation
- Performance data and fund factsheets (where applicable)
- PRIIPS Key Information Document (where applicable)
- PRIIPS Fund Specific Information Document (where applicable)
- Policy Document
- Customer Guide
- Application Form
If you have not used our Pre-Sales before, all you need to do is Login to our secure site, and click "Pre-Sales Report Creator" at the bottom left of the homepage.
Protection Pre-Sales report
Click below to view a sample Protection Pre-Sales report. Available on both Mortgage and Term Protection policies, including serious illness.
Savings Pre-Sales report
Click below to view a sample Savings Pre-Sales report. Including your all important PRIIPS Key Information Document and PRIIPS Fund Specific Information Documents.
Pension Pre-Sales Report
Click below to view a sample Pension Pre-Sales report. Including your recommendation, funds factsheets and policy document.
