This document summarizes the benefits provided by 2plan to financial advisers, including business hardware and software, initial and ongoing training, regulatory and compliance support, electronic business processes, and inclusion of various fees. Advisers also receive a dedicated recruitment director, induction course, and bespoke personal websites.

1. 2plan benefits True Independent Advice
Business hardware and software provided: Recruitment Director/ central & regional FOS Levy – included
transitional support
Tablet/laptop
o Bespoke personalised adviser website
Induction course provided
o
Bespoke 2plan software
o
Daily commission payments
Initial training and development
o
programme
“Dynamic” Fact Find
o
Electronically sent to your Bank
o
Technology training & support
o Account
Automated Suitability Letter software
o
provided
Detailed up-to-date viewing of all
The Exchange (license fee included) o
o
Dedicated 24/7 technology support
o commission / recurring payments
helpline
Trigold Mortgage Sourcing software
o
(license fee included) No 2plan membership or joining fees
Regulatory / Compliance support and research
Full ongoing training of all software
o
systems * electronic links in development
Central Para Planning Support by
o
** additional cost to adviser / firm
team of technical specialists
Unique Electronic sales and business
For more information contact me:
On-line model portfolios
o
submission process
On-line product and provider research
o
Electronic business submission
o
Name: Ian Harrison Recruitment Director
process
Virtual paperless environment
Email: ian@2plan.com
Post collated at HO and sent to you
o
Mobile: 07771 977704
electronically – no paper No need for paper files, filing
o
Website: ianharrison.2plan.com
cabinets, photocopiers
E-policy Tracking – instant notification
o Group website: www.2plan.com
policy status *
Unique Members Forum on Nexus
2plan Ltd is authorised and regulated by the Financial
Electronic policy register
Personalised Business Stationery** Services Authority. It is entered on the FSA register
(www.fsa.gov.uk) under reference 461598. Registered
On-line policy valuations *
FSA fees included address: Bridgewater Place, Water Lane, Leeds, LS11 5BZ
Electronic client file storage
PII included 2plan Ltd is a wholly owned subsidiary of 2plan Group Ltd.
Registered in England Number: 05998270. VAT Registered:
Centralised pro-active supervision
FSCS levy – included 894679251. Standard Life owns 15% of the share capital of
2plan Group Ltd.