GallusAlice
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- GallusAlice
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Comments
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Great, thanks @benjaminfabi !
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Thank you @SimplyParaplanner
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Hi Tim. We swtiched to Fintegarate a few months ago from FE Analytics. We really like it. Simple to use and provides exactly what we need without over complicating. There have been a few teething probs and errors which their technical team have now…
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Actually, just as an additional question...... The Transaction costs. I notice this is included in our FE Portfolio report as Ex Ante costs I think and also when I look at the AVIVA paperwork, there may or may not be transaction costs on the costs …
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Hi @edevan5, thank you so very much for taking the time to reply to this. I have been trawling through Genovo guidance and the provider paperwork to try and get it all clear in my head and I think between that and what you have so clearly advised a…
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Hi @CHMDMC00, I am only just seeing this. Thank you that you would be really helpful. I can PM you my email address. Thanks
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Thanks @JBar , I have sent you a PM
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Thanks @LiamD25 - Im concerned I cant sit it with an out of date passport! Alsso, were you allowed a calculator? Paper to write on ? Is the tax table on the screen. I am sure there is a document somewhere to tell me all of this?
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@LiamD25 Hi - can you advise how they check your ID? I have ordered a new passport - it has not arrived.. I went to try and reschedule my exam to find that I am now within 2 days so cannot do this now..oops Last time I tried to call to get throug…
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Hi @mrb , thank you for this! I was leaning towards this so you have decided for me! I postponed my exam there so I think I will order the text and go for it!
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@jadud92 , let us know how you got on with R03! I have it booked for the 31st of this month.
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HI @JenEC14, sorry I am only just seeing this! I have never heard of bespoke training solutions! I will have a look. Thank you.
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Hi @JenEC14 and @JBar, I am hoping to sit my RO4 at the end of August too and then RO3. I signed up for the Expert Pensions R04 course which I think is pretty good. Was looking at the Brand Financial resources too and wondered if you guys or anyon…
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@Nathan thank you. I had read about this recently I think via an article on Professional Paraplanner - do you do this quite regularly for clients? @arongunningham , I am referring to the emergency tax code that is applied when a client takes thei…
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@parawhat, did you ever get any response to this or use them? We started using them and cannot say I am impressed thus far!!
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Great too thanks @Nathan
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@arongunningham yes you can do this but you need to set the document up first in DocuSign as I understand it. You get basic access to DocuSign through IO store but it doesn't allow for checkboxes or anything more than just a signature. Apparently t…
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@RossAllison , I didnt get an answer to this so still looking for one!
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Thank you @Northface . The client is not paying an ongoing fee. I think he would have been directed to make the withdrawal(s) himself but the provider does not allow for this. Thank you for all your comments, will certainly get a compliance view on…
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Thank you for responding @arongunningham . I have been looking back in the file and see the client took full TFC and no income at that point. The SR was a drawdown report as funds had been transferred in from a GPP to a new plan with drawdown faci…
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Could I possibly obtain a copy of this data gathering sheet also please?
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I think I may have figured it out myself.. Have delved in to Genovo a bit more and found a guide. Also says if you have a fund value and the other charges it will work it out anwway.