Home

09/04/2009 - SimplyBiz launches new PLUS service package

SimplyBiz has this week launched its premium service, SimplyBiz PLUS, designed to appeal to larger and more complex IFA firms.

SimplyBiz currently provides services to over 400 large IFA firms and 1600 smaller practices. The new enhanced service offers firms four free compliance visits per year and six discounted file checks per month, as well as access to free fund research, specialist support on trusts, Aequos and compliance and technical helpdesks. The fee is fixed at £500 per month.

SimplyBiz chairman Ken Davy says his support firm has seen increasing demand from larger and more complex firms.

Davy commented:

“This is perhaps in response to the more rigorous regulatory requirements that these type of firms are facing. In recognition of this we have now formalised a separate offering which we believe cannot be matched by any other group.

We will provide these firms with the high quality services they need such as regular compliance visits, file checks and fund research in the most cost effective way possible. Our brand new package of services is both wide ranging and competitively priced.”

Marketing director Matthew Timmins added

“Just as SimplyBiz has been successful by continuing to evolve and meet the needs of its members, we have undergone a great deal of research amongst larger firms to understand what they want from a premium service and we are delighted with the high quality offering that SimplyBiz PLUS will deliver.”

View News Archives

Please select which site you wish to be automatically to taken to:
	SimplyBiz	Verbatim	Capital Reward	NMBA
	Simply Legal & Associates		SimplyBiz Mortgages
	Tick to remember your selection for 60 days on this machine

Welcome to SimplyBiz

Comprehensive compliance and business support

09/04/2009 - SimplyBiz launches new PLUS service package