transferring_agencies


How Do I Set Up Sub Agencies?

We have co-ordinated a simple transfer of agency process which allows you to be in complete control. All you are required to do in order to access our commission rates is complete the following appplication on adviserwise

Click here for Adviserwise application 
 
Some providers are not part of the integrated Adviserwise process, therfore we have put together a simple covering letter that can be sent to any provider in order to set up or transfer existing agencies.

Click here for covering sheet


More Information

You can call our Directly Authorised support team for a discussion at any time. Please email dasupport@personaltouchfs.com or call on 0121 767 1020

 

Sourcing
 
Transfer
 
Product Literature

 


 

 

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Personal Touch Financial Services Ltd is authorised and regulated by the Financial Services Authority. Registered in England & Wales No.3406454. Trinity 3, Trinity Park, Solihull, Birmingham, B37 7ES. All calls to and from Personal Touch Financial Services Limited are recorded for training and monitoring purposes. This website is for intermediary use only and is not intended for the general public.