O/S paraplanner with Tenet advisers
Hi
I've just started working with an adviser firm in Enniskillen, Northern Ireland, and they are looking to work with an outsourced paraplanner firm. They are authorised via Tenet and would particularly like to talk to any paraplanner firms who currently work wiht Tenet advisers and already have an understanding of Tenet compliance requirements. Anyone got any suggestions/ideas?
Thanks
Comments
I believe one of the Big Two work with Tenet Advisers, but I could be wrong and don't want to promote the enemy
Hi Theresa
I appreciate your post was last year, but I have just seen it. If you are still looking, I am an outsourced paraplanner with a number of Tenet clients, and being an ex Tenet Compliance Consultant I am more than aware of their requirements.
Thanks