When adding a plan i am forced to select a “selling adviser”. Some plans such as a property or pre-existing plans don’t have a selling adviser. Could there be an option simply for “pre-existing”?
adding a new protection plan ask for who the selling adviser is. Whilst this can be left blank, it would be helpful to understand if a plan is a plan originally advised on by the firm, or a plan subject only to a transfer of servicing (thus no liability for the initial advice).
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Nick Smith
Jul 2
•Merged request
•1 vote
Plans - selling adviser
adding a new protection plan ask for who the selling adviser is. Whilst this can be left blank, it would be helpful to understand if a plan is a plan originally advised on by the firm, or a plan subject only to a transfer of servicing (thus no liability for the initial advice).