How paraplanning works

1. Send us your Fact Find and Paraplanning Request Form via email or fax, confirming your timeframe.
    
2. After reviewing your documents, we will call you to confirm your turnaround time and advise you whether any other information or documents are required to complete your project.
    
3. We will email an initial draft back to you.
    
4. We will email or post a final copy back to you as requested.
    
5. We will send you our final invoice for payment.

Turn around times

Turn around time per Advice is normally 5 business days, but can be negotiated if you are eligible for our InPractice Rewards Service.

Contact us now for more information.