BusyIFA

Referrals

 

If the IFA has decided to step away from the highly regulated world of financial services but still receives enquiries from clients and does wish to lose the business then why not refer the lead to busyIFA. We can put you in contact with another IFA whereby you can arrange a commission split and receive an introducer’s fee. It is as simple as that.

 

Please see our section "Submit your referral".

 

Examples of business type which require additional CII qualifications;

 

- Equity Release
- Long Term Care
- Pension Transfers
- Trust Based Solutions

 

“… I received a call from the Mother of a client of mine but she lived 150 miles away. BusyIFA was able to put me in touch with an IFA firm local to her who subsequently sold the client an Equity Release product and I received £500 from the commission split!”

 

Other

If you do not wish to get involved in other areas of financial advice such as Inheritance Tax planning Trust based solutions or pension transfers, refer the lead to busyIFA. We can put you in contact with another IFA whereby you can arrange a commission split and receive an introducer’s fee.

 
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Tel :

01732 897557
Email : admin@busyIFA.com

busyIFA is a subsidiary of WHY Associates Ltd.       Company registered number: 7812014.       Registered address: WHY Associates Ltd, PO Box 425, Kent, ME6 9GR