Transfer Adviser -

FAQs

Below are some frequently asked questions in relation to Transfer Adviser. If you can't find the answer to your question below we would suggest you download our Introducer Guidance Notes, which can be accessed here.

  • What cases can the Transfer Adviser service deal with?
  • Will I retain my client and can I take over the on-going servicing?
  • Can I take an on-going adviser charge?
  • Can I choose the product provider?
  • Will I get a copy of the report and recommendation?
  • How long does each case take?
  • Why do I have to pay a monthly retainer fee?
  • I only have one case to submit, can you help?