Plandirect  By Financial Advisors & Brokers in RSA

Advertise your specialised services in your town

In our changing world dominated by technological changes more potential financial services clients are searching on the internet for their solutions. As financial services providers we know how important it is for users of financial services to receive appropriate advice and find quality solutions that are correctly defined and are sustainable! Use this opportunity to advertise your specialised services in your town and join the drive to ensure that we have more happy customers.

Benefits of online presence

Send out the message that your practice are keeping up with changes in the workplace! Make it easier for clients to find you and do business with you! Ensure that more client in your town have access to appropriate advice! Ensure more clients have correctly defined benefits to prevent disappointment at claim stage!

Register to advertise your services online

            Only R600-00 pa

Complete the form to be listed on this website which encourages users of financial services to use qualified experienced financial advisors, to do financial planning and to find quality solutions containing the best possible definitions to address their unique needs. For only R 600.00 pa clients could find you not only when they are using search machines to search for an financial advisor but the ever increasing number of financial services users that search for a specific solutions online can also find you.
Financial Planner | Advisor | Broker | registration to advertise Financial Planner | Advisor | Broker | registration to advertise Financial Planner | Advisor | Broker | registration to advertise Financial Planner | Advisor | Broker | registration to advertise
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Advisor Registration

Financial Advisor | Broker | Online Advertising Financial Advisor | Broker | Online Advertising
Where do you want to advertise?  
   
City, town or suburb - Name
City, town or suburb - Postal code
 
 
PERSONAL DETAILS:
 
First name
Preferred name
Surname
Titel
ID Number
E-mail address
Telephone Number (include code)
Fax Number (include code)
Cell No (optional)
FSP Licence No.
Name of firm
Legal structure of firm
Street address of firm
Straatadres
Straatadres
Straatadres Postal code
Postal address of firm
Straatadres
Straatadres
Straatadres Postal code
Website address (if applicable)
   
   
SERVICES PROVIDED
 
Life and Disability Assurance Short-term Insurance

Retirement Planning

Gap Cover

Investment Planning

Home loans
Business Assurance   Other
Last Will & Testament   Other
Medical Schemes   Other
 
 
COMPANIES REPRESENTED
 
Financial advisor registration to be listed. Financial advisor registration to be listed. Financial advisor registration to be listed. Financial advisor registration to be listed.
               
Financial advisor registration to be listed. Financial advisor registration to be listed. Financial advisor registration to be listed. Financial advisor registration to be listed.
               
Financial advisor registration to be listed. Financial advisor registration to be listed. Financial advisor registration to be listed. Financial advisor registration to be listed.
               
Financial advisor registration to be listed. Financial advisor registration to be listed. Financial advisor registration to be listed. Financial advisor registration to be listed.
               
  Other:            
               
 
 
QUALIFICATIONS
 
 
 
BACKGROUND & EXPERIENCE   
 
 
 
BUSINESS PRACTICES
 
Do you receive more than 30% of your remuneration from one company?
Company?
     
Do you have professional indemnity insurance?
Amount? R
 
How are you remunerated? Commission Only
  Fee Only
  Fee and Commission
 
What are the minimum premium/investment - Monthly R
What are the minimum premium/investment - Lump sum R
 
 
ADDITIONAL INFORMATION TO BE LISTED AND/OR REMARKS
 
 
 
PHOTO
 
Please submit a photograph (black & white or colour) of yourself by email.
E-mail address for submitting photo: info@plandirect.co.za
 
Do you accept the terms and conditions listed below?
 

TERMS AND CONDITIONS

This contract, between the Advisor and Plandirect is terminable by either party upon one calendar month’s written notice. For the purposes of this Agreement, the parties agree that records shall be retained in electronic and/or facsimile format and that the contents of such electronic records shall be admissible by any court and shall constitute prima facie proof of the contents of such records. Plandirect will not be held liable for any of the information regarding the Advisor on the website, and although every effort is made to check the accuracy of this information, it is not guaranteed by Plandirect. The Advisor acknowledges that upon cancellation of this agreement, they shall have no claim against against Plandirect in respect of any amounts which were paid while this contract was in force. The yearly subscription fee is R 600.00 All fees payable by the Advisor in terms of this Agreement are payable in advance. Upon submitting this application, the Advisor warrants that all information contained in the application form, is accurate to the best of his/her knowledge. Plandirect will be entitled to verify the information contained in the aforesaid application form and generally make enquiries in this regard if necessary. The Advisor hereby indemnifies and holds Plandirect, its employees, agents and/or dealers harmless against any or all losses, injury, damage, penalties and/or claims of whatsoever nature and howsoever arising from or in connection with this agreement and any services rendered by Plandirect in this regard. The Advisor acknowledges and agrees that this agreement sets out the terms and conditions that govern the relationship between the Advisor and Plandirect and that there are no other agreements guarantees or representations, whether verbal or in writing, in regard thereto, apart from such terms and conditions published on Plandirect website(s). The advisor shall not, without the express written permission of Plandirect, re-sell or make available to any third party such information and/or services which it might receive from Plandirect.
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