Process

We believe engaging an outsourced paraplanning service should be a simple process.

Service Agreement

Service Agreement is obtained and signed by all relevant parties.

Request SoA

Adviser sends in or emails the Client Data Collection form as well as a completed SoA Request Form.

Quote

We will review the documentation for completeness, and request additional information if required. We will provide you with a quote within 2hrs of submission.

Prepare SoA

In Wealth Financial Services (IWFS) will prepare the Statement of Advice together with any technical calculations or projections as required.

Reviewed

The Statement of Advice is reviewed for completeness, accuracy and grammar internally prior to release.

Returned

Adviser to review SoA and request changes if required.

Invoice

IWFS will issue an invoice when the SoA is accepted as complete.