Sign up form for a Financial Services PA

Contact name *

MrMrsMsMissDrSir

Practice name

Status *

Principal PartnerSenior PartnerPartnerAssociate PartnerOther

If "Other" please specify

Name of Business Development Manager *

Office location *

Partner code *

Are there other Partners / Directors in the business? *

YesNo

If "Yes" please provide contact details here

Assistants / Administrators names *

Business / Invoice address *

Business postcode *

Telephone number *

Email address *

Website address *

Private address *

Private postcode *

Home telephone number *

Mobile telephone *

Date of birth (DD/MM/YYYY)

Please select the services you require *

ParaplanningManaging SalesforceAppointment making and diary managementClient servicing model and management of client reviewsClient transaction recordsMeeting pack preparationApplication processingCFR UpdatesPost managementProcessing protection applicationsTask managementTranscribing notes of meetings and ensuring actions arising are met within the timescales statedSwitches and EncashmentsDeeds of assignmentGeneral client enquiriesAdministration centre contactIssuing and follow up of Letters of AuthorityIllustrationsChasing pipelineIssuing client wealth accountsWeekly planning callTelephone answering serviceBSP managementMarketing campaignsIssuing Quarterly Investor, Birthday and Christmas CardsE-briefingVoyant, Curo and Analytics

Please tell us where you heard about Virtual PA services? *

Please select your preferred PA support package:

Silver - PA Support - 20 hours pcmGold - PA Support - 30 hours pcmPlatinum - PA Support - 40 hours pcm

And/or select if you require our paraplanning services:

Paraplanning

* Hours are valid for 3 months from the date of purchase, thereafter they will expire.

All packages are paid in advance via Direct Debit on the first of the month. In the event that the service is required immediately, we may require a debit card payment initially until the Direct Debit is established.

Please note, charges do apply if paying by credit or commercial debit card.

Commencement of service date *

Please tick both boxes to confirm your acceptance *

I hereby confirm acceptance of the Terms & Conditions
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