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Business Development |
General Insurance Service |
• Access to the wide range of services and insurers through our experienced partner
– Berkeley Alexander
• Enhanced commission rates
• Dedicated Help Desk and experienced staff
• On-line access to quotations
• Wide access to insurers |
|
Mortgage Service
|
• Access to an exclusive Mortgage Club through our experienced partner – Mortgage Partner Services
• Enhanced procuration fees
• Diverse panel of lenders, packagers and specialists providers
• Dedicated Help Desk
• Access to exclusive products |
|
Annual Conference
Regional Meeting |
• Supporting Continuous Professional Development
• Expert assistance from strategic partners
• Up to date dialogue on industry issues |
|
Customer Service |
MSM Quarterly Contact Programme |
• Proactive contact to establish needs and identify solutions to problems |
|
PII Cover |
Discounted PII cover |
• Take advantage of the Network’s purchasing power
• Direct access to our insurer
• Guidance/specialist knowledge for PII queries |
|
Technical Support |
Advisory Memos
Direct Help Desk |
• Sent direct to Member & published on website for continued reference
• Helping you with the demands made by the FSA
• Help with enquiries & issues
• Provision of up to date research and changes |
|
Regulatory Services |
Regulatory Toolkit
Initial Disclosure Document
Regulatory Updates |
• Fact-find and Suitability Letter Templates
• Anti-Money Laundering Guidance
• Financial promotions & Complaints guidance
• Checklists
• Web-based IDD and Menu generator
• Create and store tailored documentation
• Financial Promotions guidance in plain language |