Virtual Partner™ Core
Virtual Partner™ Core
Our Virtual Partner™ Core offering includes:
* Setting up appointments and confirming on the day of the appointment
* Preparation of meeting packs and profiling
* Collect Client information and Astute Downloads
* Access to our technical specialist.
* Reminders of client reviews.
Our fee structure is customised to your needs.
Month to Month Contracts available, discounts for annual commitments.
Virtual Partner™ Basic
Virtual Partner™ Basic
Our Virtual Partner™ Basic offering includes:
* Setting up appointments and confirming on the day of the appointment
* Appointment Reminders (Advisor and client)
* Compliance Audit Preparation assistance
* Preparation of meeting packs and profiling
* Collect Client information and Astute Downloads
* Collecting information from product suppliers
* Access to our technical specialist.
* Preparation of Compliance Packs
* Pre-populate and Quality assure application forms
* Submission of New Business
* Reminders of client reviews.
Our fee structure is customised to your needs.
Month to Month Contracts available, discounts for annual commitments.
Virtual Partner™ Executive
Virtual Partner™ Executive
Our Virtual Partner™ Executive offering includes:
* Setting up appointments and confirming on the day of the appointment
* Appointment Reminders (Advisor and client)
* Leads from outsourced partners
* Records Management
* Travel Planning
* Subscriptions Management
* Meeting Summaries and Action lists
* Compliance Audit Preparation assistance
* Preparation of meeting packs and profiling
* Collect Client information and Astute Downloads
* Collecting information from product suppliers
* Prepare policy Summary
* Data Capturing on CRM
* Access to our technical specialist.
* Preparation of Compliance Packs
* Prepare proposals
* Prepare Replacement Advice Record
* Pre-populate and Quality assure application forms
* Submission of New Business
* Tracking and follow up of new business.
* Reminders of client reviews.
* Prepare Client welcome pack
Our fee structure is customised to your needs.
Month to Month Contracts available, discounts for annual commitments.
Virtual Partner™ Custom
Virtual Partner™ Custom
Our Virtual Partner™ Custom package allows you to state your needs and we will provide you with a quote for the proposed services.
We have Month to Month Contracts available, with discounts for annual commitments.
Please contact us for more information on the Custom Option.
DISCLAIMER
The information contained in this website is for general information purposes only. The information is provided by Barbara Mundell Consult (PTY)LTD and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose nor does it constitute as advice as defined in the FAIS Act. Any reliance you place on such information is therefore strictly at your own risk.
Barbara Mundell Consult (PTY) LTD |Box 1971 Northworld 2155
Phone: (011) 791 9382 | Mobile: 061 500 7974
Email: barbara@barbaramundell.co.za
Reg no : 2019/566742/07 | VAT No: 4140289663
© 2020 Barbara Mundell Consult (PTY) LTD
