Thank you for considering Protectionhelp. We have a great deal of experience of working with financial advisers, accountants, solicitors and other professional introducers and believe we can secure the right outcomes for the clients you introduce to us.
It is the aim of Protectionhelp to be the “go-to-firm” for protection advice where consumers can be sure they are dealing with a Company which has their best interests at its core. This means that before we can enter into an introducer relationship with you, it is our policy to undertake a process of due diligence in respect of you and your business. We do this as we only like to work with the best kind of people.
We understand that our due diligence process is thorough but we strongly believe that this is necessary. We want to ensure the client’s best interests are met and that any arrangements we recommend are right for the client.
We request that you provide as much information as possible – your answers will be treated as strictly private and confidential. If you have any questions or concerns please get in touch with a member of the Protectionhelp Team.
Please note that this form must be completed by an individual authorised by the company to complete introducer agreements such as a Director or Compliance Manager.
Mark Wilson, Managing Director
Your answers will be treated as strictly private and confidential.