Our straight-forward statement of advice preparation process (ie: Plans Plus Lite and Plans Plus Premium) is as follows:

Step 1:

Plans Plus receives your request to complete a SoA or other document via email or task notification through your CRM software. Prior to the end of the following business day, we will forward you an email confirming that we have received your request, in addition to the following information:

  • The cost of preparing the SoA - this will be a fixed cost, based on our current fee schedule.
  • The name of the Plans Plus team member who will be completing your SoA, and
  • The date that we expect to have the first draft of the SoA back to you.
Download Plans Plus LITE Paraplanning Service Request Form
Download Plans Plus PREMIUM Paraplanning Service Request Form
Step 2:

You reply to our email advising that you are comfortable with our charges and that the estimated completion date falls within acceptable timeframes.

Step 3:

Once we have received your acknowledgement email, the file is allocated to the appropriate Plans Plus team member for completion.

Step 4:

Prior to commencing work on the SoA, the assigned Plans Plus team member will contact you if required to discuss any issues that require resolution, strategy details, and to gain any further insight into your requirements and the clients' situation.

Step 5:

Once the first draft has been completed, the SoA is checked by the Paraplanning Manager or Senior Paraplanner and forwarded to you via email for checking and sign-off.

Step 6:

You advise us of any changes that may be required and then provide final sign-off on the SoA.

The process followed under our Plans Plus Back-Office service will depend on the tasks being completed and your specific requirements.