Scottish
Provident Information Providers for IFA's
Scottish Provident Information Providers for IFA's
Some
of the Scottish Provident services currently offered exclusively
to IFAs include:
- Full
SELF ASSURANCE quotations with automatic transfer into Scottish
Provident online proposal.
- Online
Improvements - Making It Easier For You
Improved
Online Underwriting
Proposal Submission - cases accepted online*.
Paperless Direct Debits - client provides authority for
direct debit collections when completing the onscreen instruction
Policy Summary - View or Print details of your clients submitted
application.
Quotation and proposal storage.
- Policy
tracking of new business cases
- Sales
ideas and onscreen presentations to encourage better client
protection.
- Online
CPD to help meet training needs.
Limited
** but immediate access to the online services within the
IFA WebCentre will be granted automatically upon completion
of a successful online registration. Unlimited access to the
online services will only be granted following a manual verification
procedure as explained on the REGISTER page.
For
further information on Scottish Provident Information Providers
for IFA's visit the Scottish Provident website.
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