During this seminar we will spend time explaining the services that are defined as “advice” and for which you are allowed to charge your clients a fee. You will continue to earn commission from Product Providers for intermediary services.
We will show you how to structure a Fee Agreement that:
This Fee Agreement will be an outcome of an exercise completed where the FSP / Key Individual has isolated services and activities relating to delivering Advice, as opposed to services and activities relating to Intermediary Services.
The services isolated for the delivery of Advice includes a description of the value the client experiences from this service, and how it is relevant to the fee being charged.
Ultimately, this seminar helps you to cost the relevant advice services, that is easy to discuss with clients and contributes to the business goals and the long-term sustainability of the business.
Cost for members: R 425,00 (incl VAT)
Cost for non-members: R 850,00 (incl VAT)
FSPs, Key Individuals and Representatives who market short-term insurance products.
Attend this seminar and walk away with a Service Level Agreement that is based on a clearly-defined set of advice services, that demonstrates value to clients and for which they will be willing to pay.