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This document provides an overview of the services and support available to members from Personal Touch FS, including: - Additional revenue from referrals to help businesses grow and support more clients. - Prompt bi-weekly commission payments and innovative technology solutions to enhance processes. - Dedicated support team available on weekdays to provide help when needed with 48-hour response times. - Training programs, account managers and consultants to help members achieve goals with a focus on security, expertise and tailored support. - Recruitment assistance and compliance monitoring to provide oversight and risk management.

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Additional revenue Hub referrals to help you grow your business and help more clients Prompt payments 2 commission runs per week paid on time every time Innovative technology the latest solutions to enhance your processes technical guidance, specialist knowledge and structured feedback from across the business Help when you need it our dedicated member contact team are ready to take your calls every week day 48 hour turnaround times Security Expertise Tailored support centre of excellence training programme, national account managers and member competence consultants will help you to achieve your goals Peace of mind safeguarding through financial checks and simplified regulatory guidance Recruitment support helping you source the highest calibre advisers Quick commission resolutions our compliance monitoring provides an oversight and ensures effective risk management is in place YOUR SERVICES We believe that if you have the right services and support available you can pass on the good service to your clients. Here is just an overview of what we have to offer: If you have any questions please get in touch with the member contact team on 0121 767 1002 or at membercontact@personaltouchfs.com. For more information about our innovative technology turn to page 14. If you would like to know more about the recruitment support available turn to page 06.

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Your Services

  • 1. Additional revenue Hub referrals to help you grow your business and help more clients Prompt payments 2 commission runs per week paid on time every time Innovative technology the latest solutions to enhance your processes technical guidance, specialist knowledge and structured feedback from across the business Help when you need it our dedicated member contact team are ready to take your calls every week day 48 hour turnaround times Security Expertise Tailored support centre of excellence training programme, national account managers and member competence consultants will help you to achieve your goals Peace of mind safeguarding through financial checks and simplified regulatory guidance Recruitment support helping you source the highest calibre advisers Quick commission resolutions our compliance monitoring provides an oversight and ensures effective risk management is in place YOUR SERVICES We believe that if you have the right services and support available you can pass on the good service to your clients. Here is just an overview of what we have to offer: If you have any questions please get in touch with the member contact team on 0121 767 1002 or at membercontact@personaltouchfs.com. For more information about our innovative technology turn to page 14. If you would like to know more about the recruitment support available turn to page 06.