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.

View a sample report

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.

View a sample report

Pension Pre-Sales Report

Click below to view a sample Pension Pre-Sales report. Including your recommendation, funds factsheets and policy document.

View a sample report