Ideal for Solicitors wanting to work professionally with IFAs

1. An introduction to PRIME

6. A typical scenario………………

7. Accountant logs in from desktop icon and enters their username & password…..

8. and refers a client…..

9. They enter the client details……

10. they leave a note for adviser……..

11. select which adviser its going to….

12. and who else they want to be kept updated as case progresses………

13. PRIME automatically produces a referral advice letter for the client……

14. and the associated client authority for sharing information……. (data protection & client confidentiality rules

15. the selected adviser receives an alert of the referral via email……….

16. The link takes them straight into PRIME and details of the referral & any notes

17. notes can be exchanged as case progresses..…

18. back and forth……

19. Over time a notes history is built up.…

20. Once business has been agreed the adviser enters the details onto PRIME

21. PRIME automatically generates the required client letters and emails a notification and the letters to the introducer…

22. The introducer prints off the client advice letter.. (disclosure rules)

23. and the client permissions letter…. (accounting to the client rules)

24. management reports are created…

25. …and a document audit trail…..

26. And a client database….