Submit your completed request form with supporting documents to the team at Future Paraplanning and let us take it from there!
Supporting documents will vary based on the type of strategy but may include the following:
- Fact find – necessary in all cases
- Strategy papers/working papers – necessary in all cases
- Super/Pension/Investment statements and/or research – if strategy dictates
- Recommended insurance quotes – If strategy dictates
- Alternate strategies – if required
- Insurance research and/or certificates of currency – If strategy dictates
Simply email the team at firstname.lastname@example.org with a completed request form plus supporting documents.
Do you need help with any of these tasks? Future Paraplanning are happy to assist with all Working Papers and Strategy File Notes.
Once submitted, a member of the team will contact you within two business days for any questions relating to the plan. Your plan will be ready in 5-7 business days from submission. You will then be invoiced for the plan upon completion.