Burns Anderson Your Trusted Adviser
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Burns Anderson direct core services

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
Burns-Anderson Limited is Authorised and Regulated by the Financial Services Authority.  Registered office: 27 Great George Street, Bristol, BS1 5QT.  Registered in England and Wales: 2073962.  Tel: 0117 927 6954