Why choose SimplyBiz?
Why choose SimplyBiz as your compliance & business support provider?
Here are some key reasons to join SimplyBiz
- SimplyBiz will offer you an extensive range of services that you can adopt for every part of your business. From the very best expertise in compliance to a range of resources to help you grow your practice, as a Member of SimplyBiz you’ll have it covered, giving you complete peace of mind you have everything you need to make your practice successful and profitable.
- Our core service package is available for just 2.5% +VAT of your annual turnover, guaranteed for the lifetime of you Membership. Our transparent pricing structure is designed to ensure you’ll always know exactly what you pay – there’ll be no surprise fee increases impacting your bottom line. (Please note there is an upper and lower fee limit (cap and collar) which will increase on 1 January each year by inflation or 5%, whichever is higher. The minimum fee for 2012 is £142.38 + VAT per month.)
- As part of your Membership package you’ll have access to some of the best technology available on the market, and much of it is available to you at no extra cost. Including a free Synaptic Licence, Free licence for Distribution Technology’s Dynamic Planner, Free RSM Funds Research Tool and a fantastic discount on Intelliflo’s complete client management and workflow system.
- SimplyBiz can support you with any outstanding issues you may have in the run up to the RDR. With the impending RDR deadline at the end of 2012, our specialist programmes can assist you with gaining qualifications as well as advice on implementing customer agreed remuneration, join us and benefit from our support and guidance in ensuring you’re 100% ready.
- Join SimplyBiz and you’ll have access to knowledgeable and experienced staff. Many of our technical team have worked in the financial services industry as IFAs and paraplanners, so you can be confident you’re getting the very best advice and guidance. Our compliance and pensions technical helpdesks are only ever a phone call away, we‘ll also provide compliance visits to your office as part of your Membership package.
- With the regulator placing so much emphasis on understanding your client’s ability and willingness to take risk, getting this right is vital in ensuring your success. SimplyBiz can provide you with a robust end to end investment process that assists you in getting this right, ensuring you have the tools to make the most appropriate investment selections for your clients.
- At SimplyBiz, our Strategic Relationship team liaise with product providers to ensure our Members receive the very best commission rates, levels of service and access to special offers and promotions from the companies that you place business with. Recent innovations include the launch of Simply Protect which is free to join and gives you access to a range of six protection providers, all of which offer you enhanced commission for the business you place.
- At SimplyBiz we recognise you’re an individual and your practice is unique, that’s why we’ll ensure you can talk to us whenever you need us. We’re very easy to deal with and you can contact the appropriate teams directly to solve your queries as soon as they arise. Your dedicated relationship manager will work with you to ensure you’re getting the most out of the service we provide and we assure you we’ll be honest and open in our approach.
Click here to join SimplyBiz or call 01484 439128.