LICENSEE SERVICES

Our Licensee Services are designed to support the administrative needs, so that you can focus on strategic growth and the management of critical operational areas.

How do our Licensee Services work?

Through our Licensee Services, we ensure smooth and efficient management of onboarding/offboarding of new/terminated advisers and facilitate client and/or policy transfers.

The services we offer include:

Administering financial advisers by managing adviser and corporate codes.

Approving Kaplan training activities and certificates.

Facilitating client transfers for buy and sell transactions.

Setting up product provider data feeds in Xplan.

Sending termination notifications to product providers.

Onboarding/Offboarding of new/terminated advisers