The market leading product for all IFAs to help with the post-RDR requirement to evidence independence
Developed over six months The Independence Checker is a ready made solution created by a leading IFA for IFAs to purchase and use under licence in their own businesses.
The best way to understand how the product works, its features, the way it can be used and its benefits to all IFAs practicing beyond 1st January 2013 is to view the video produced by Pete Matthew, this is a “talk through” which shows the ease of use and the main features and factors.
Watch the video demo here:
The Independence Checker is available for IFAs to buy under licence.The licence costs are variable depending on whether the licence required is for a period of time or if your firm wishes to acquire a copy of the software for good; the costs in either case are then dependent on the number of users. To discuss costs please click here or call us on 02920 450143.
All Independence Checker purchases come with a branded due diligence document which supports your firm’s view of the appropriateness of certain products and wrappers that define the retail investment product space. PLUS we will support you fully through the implementation stage to ensure you have the product up and working for you as soon as possible.