.png)
AI - Fully Bespoke
Packaged Referrals.
Our Agents Use OCCs AI Platforms To Procure Refine & Package
Fully Evidenced Complaints & Claims.
ADVANCED LEVEL - Fully Bespoke Packaged Financial Products Covering.
PENSIONS.
MORTGAGES.
INVESTMENTS.
BUY TO LET LOANS.
EQUITY RELEASE SCHEMES.
ENDOWMENTS.
ANNUITIES.
SERP & QROPS.
ISA's BONDS & SHARES.
COMPLEX INVESTMENTS.
PRICING
£190.00/Packaged Case. Minimum Batch Orders Apply.
This package contains a choice of over 14 financial products, inclusive of the following client data: Covering letter, client mandates, letter of authority, deed of assignment, auto time-stamped & eSigned by the client.
All client complaints & claims are fully evidenced including a list of FCA compliance breaches and a financial report (If required), then concluding with an estimated quantum of claim for remediation.
ESSENTIALS LEVEL - Fully Bespoke Packaged Financial Products Covering.
LOANS PERSONAL & SECURED.
CAR & VEHICLE FINANCE CONTRACTS (HP, PCP & CS).
HIRE PURCHASE & WHITE GOODS CONTRACTS.
MOBILE & BROADBAND CONTRACTS.
CAR INSURANCE.
HOME INSURANCE.
PRICING
£130.00/Packaged Case. Minimum Batch Orders Apply.
This package contains a choice of over 11 financial products, inclusive of the following client data: Covering letter, client mandates, letter of authority, deed of assignment, auto time-stamped & eSigned by the client.
All client complaints & claims are fully evidenced including a list of FCA compliance breaches and a financial report (If required), then concluding with an estimated quantum of claim for remediation.
STARTER LEVEL - Fully Bespoke Packaged Financial Products Covering.
BANK & OVERDRAFT ACCOUNTS.
CARDS CREDIT & STORE.
DEBIT CARDS.
UTILITIES - GAS ELECTRIC WATER (INC PAYG METERS).
TV STREAMING SUBSCRIPTIONS.
STUDENT LOANS.
PRICING
£90.00/Packaged Case. Minimum Batch Orders Apply.
This package contains a choice of over 10 financial products, inclusive of the following client data: Covering letter, client mandates, letter of authority, deed of assignment, auto time-stamped & eSigned by the client.
All client complaints & claims are fully evidenced including a list of FCA compliance breaches and a financial report (If required), then concluding with an estimated quantum of claim for remediation.