Latest Viewpoint: 17 September 2018 more >
Latest Viewpoint: 10 September 2018 more >
Latest Viewpoint: 3 September 2018 more >
Latest Viewpoint: 20 August 2018 more >
Latest Viewpoint: 13 August 2018 more >
Latest Viewpoint: 6 August 2018 more >
Latest Viewpoint: 30 July 2018 more >

Affiliates Program

Share |

Our third party distribution model offers independently owned and branded companies to white label, if they chose, and market Financial Partners' products, services and systems to their client base.

Financial Partners' solutions include:

  1. Back office support systems like
    1. commission reconciliation,
    2. client database management,
    3. client accounts online
    4. new business pipeline management
  2. Proprietary products designed for professional advisers,
  3. Relationships with a broad range of product providers:
    1. General insurance
    2. Life companies
    3. Fund houses
    4. Platform providers
    5. Private Banking
    6. Trust companies
  4. Regulatory compliance solutions:
    1. New business suitability
    2. Regulatory communications
    3. Policies and procedures
    4. Due diligence
  5. Accounting services and
  6. Asset management strategies like
    1. Asset allocation models
    2. Access to additional recurrent income
    3. Satellite / niche funds

Members of our Affiliate program can materially reduce their go-to-market costs, and potentially reduce operational costs while leveraging scaled pricing and support models. You can be assured of Financial Partners’ integrity and procedures that ensures all sensitive data remains confidential and is segregated from Financial Partners’ core advisory business.

No matter whether you wish to chose just one solution or a number of solutions contact us on .

Include in Sitemap: Corporate