BusyIFA : Fees

Introduction What is a Paraplanner How Does It Work Background

Services Research Suitablity Reports Work Request Form

Benefits No Staff Costs Speed and Efficiency Comprehensive Research Easy to Understand Compliance Checked Reports Audit Trail Data Back-up Data Protection Itemised Billing Tax Deductible Expense

Referrals Submit Your Referral

Recruitment Management Payment Slip Remuneration Register - Paraplanner Register - IFA

Non profit Organisations Founder Members How to Become a Member

IFAs set up an account with busyIFA whereby they top-up the funds each month and the work undertaken is simply invoiced to the IFA and taken off their account. This makes the process far smoother when requesting the work.

-Research
-Report and letter writing

In view of our national scale our company can offer the most competitive service costs compared to our competitors. And we are up front and honest over our charges which is why we fully disclose them on our website. Remember at busyIFA we value the IFA as the client.

Simply top-up the funds each month and the work undertaken is invoiced and taken off your account. This makes the process far smoother when requesting the work.

Below is a schedule of the costs. You can request Research only or a Suitability Report only or both Research and the Suitability Report if you desire.

Research, illustrations and application documents.
Pension	£40.00
Pension transfer*	£40.00
Drawdown*	£40.00
SIPP*	£40.00
Annuities	£30.00
Investment Bonds	£30.00
ISA, Unit Trusts and other collective investment	£30.00
Structured Products	£30.00
Equity Release	£30.00
Long Term Care	£30.00
Inheritance Tax planning schemes (trusts)	£50.00
Other Products	Variable**

* For every additional ceding scheme there is a Ł5 fee
** You will always be informed of costs before being charged

Suitability Reports
General Insurance	£20.00
Life cover, Critical Illness, Whole of Life, Income Protection	£20.00
Critical illness replacement	£30.00
Mortgages	£30.00
Pension	£40.00
Prices below include a 33% limited discount
Pension transfer*	£40.00
Drawdown*	£40.00
SIPP*	£40.00
Annuities	£30.00
Investment Bonds	£30.00
ISA, Unit Trusts and other collective investment	£30.00
Structured Products	£30.00
Equity Release	£30.00
Long Term Care	£30.00
Inheritance Tax planning schemes (trusts)	£50.00
Other Products	Variable**

* For every additional ceding scheme there is a Ł5 fee
** You will always be informed of costs before being charged

Quarterly Client Review Service – NEW and EXCLUSIVE

Select your Top 50 clients for us to send out Investment Reviews
Ł400.00 per quarter

If you have any questions please visit our website at www.busyIFA.com or email admin@busyIFA.com with your enquiry or telephone 0870 4959 666. We will be happy to assist you.

The prices are per case. Subject to review and are not guaranteed. Any changes will be automatically updated.

Next>>>>Recruitment

Tel :	0870 4959 666
Fax :	0870 4797 930
Email :	admin@busyIFA.com

| | | | | | | | | |