Licensee Services

Licensee Services

Are you looking to provide admin or paraplanning service as part of your licensee offering?

We can deliver a ‘White Labeled’ solution that you can control and manage for your network.

Do you provide admin support for your advisers but are finding the process expensive and difficult to manage?

We can provide  dedicated staff able to work with your existing paraplanning and admin teams.

Are you considering an offshore operation to complement your current service offering?

We can provide advice on setting up your own offshore operation.

Do you need help managing the compliance, training and admin of your financial planning firms?

Licensee Support Services – such as commission/brokerage reconciliation, bookkeeping, CPD training tracking, compliance, admin and tailored back office solution.

We have increased our productivity significantly as a result of our relationship with VBP. This Highlight for me is the ability of Cristine to anticipate issues nad fix them prior to them even coming onto my radar. The other is the dedication to the task, she will work at it until it is done. Finally, I am always impressed by the loyalty and respect in which Cristine hold our business and the our people.

David Harris

Director, Advice Evolution

Frequently Asked Questions

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