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New IFA Referral Services Update
09.04.2015

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New IFA Referral Services Update

09.04.2015

As a product provider MAPgpi continue to work closely with Trustees who have approved our products, and with IFA’s to ensure our referral processes will be future compliant for your clients who wish advice on investments via their pension arrangements.

As you may be aware we currently have two additional IFA referral processes available to agents and we are currently in discussions with two more. This provides you with an opportunity to refer future prospective clients.

As a product provider MAPgpi continue to work closely with Trustees who have approved our products, and with IFA’s to ensure our referral processes will be future compliant for your clients who wish advice on investments via their pension arrangements.

As you may be aware we currently have two additional IFA referral processes available to agents and we are currently in discussions with two more. This provides you with an opportunity to refer future prospective clients.

TPS have also confirmed that through a request from a client they will release back to the client the Discharge Packs they have received, where applicable, from the client’s current provider. This provides you with an opportunity to refer current clients via a new Letter of Authority to other IFA’s.

Please contact your RSM for details of the other IFA referral processes available.

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Map Link act as an introducer only for FCA regulated products and services, we do not offer financial advice. We will refer you to a suitably qualified regulated adviser if required. We do not charge for our services, we receive a referral fee from the selected panel members should business be transacted.

Download our Terms of Business here.