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Platform launches online pre-sales KFI

Platform has launched its online pre-sales key facts illustration, accessible via the Platform website.

Platform has pre-registered over 3000 users. Those who are not
pre-registered can visit Platform&#39s website and follow a number of simple steps to register for the service.

Platform says completion of the pre-sale KFI takes only five minutes, and is produced as a printable pdf document.

Sales and marketing director Guy Batchelor says: “We fully support the intermediary market and, as a business, we have invested a significant amount of time, effort and finances in our IT systems
in order for us to deliver a comprehensive online service for
intermediaries. Our pre-sale KFI is just the first in a range of online
facilities that we&#39re planning to launch over the next twelve months.
Intermediaries will be able to take advantage of these dedicated services, giving them a helping hand to smooth the way in the regulated world.”


Legal contracts from lenders are too late says Genesis

Genesis business development director Nigel Gardner says legal contracts from lenders are only now arriving on his desk to be signed. Lenders have been revising packaging agreements but seem to have left it too late according to Gardner. Lenders have been asking for the contracts to be signed and sent back by November 1. But […]

Bristol & West launches new mortgage products

Bristol & West will be launching the following products on Wednesday 3rd November 2004. STANDARD Discount 5.05% (variable) equal to 1.79% discount off SVR until 31/03/2007. Reverts to SVR. Max LTV 95%. Fees assisted. No extended tie. £299 arrangement fee. No legal fees (for remortgagers only) and valuation fee. MIG paid by Bristol and West […]

Independent view

I have just finished presenting at a series of roadshows for Scottish Widows on the twin subjects of pension simplification and the effect of depolarisation on the IFA community. Hundreds of IFAs attended what was a superbly well organised series of events and Scottish Widows head of market development Ian Naismith provided an incisive insight […]

Life companies are split on extending IFA levy subsidy

Product providers are split over increasing their IFA subsidy for the Financial Services Compensation Scheme levy. A first vote on extending the levy subsidy is understood to have been inconclusive as not all members responded. This vote saw four major players support an increase, four vote against and four abstain. A second letter has been […]


Five ways to make your employee focus group session a success

by Debra Corey, group reward director  You just planned and booked what you thought was the perfect vacation for you and your family. You call everyone together to share the great news and instead of receiving sounds of glee and delight, you receive groans and complaints.Your youngest says: “I hate beaches, didn’t you know that?” (You think to […]


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