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Paraplanning Support Services
Overview

Sundaram Business Services provides para-planning and administrative support services to financial planners. Our para-planning support services such as SOA/ROA preparation and administration services free up financial planners' time for value creation and client engagement, while reducing their operating costs with the confidence drawn from a streamlined and documented process

We act as an integrated member of your team, using a structured and transparent process to ensure your reports are delivered seamlessly, within agreed timescales.

Para-planning support services include
  • ROA (Record of Advice)
  • SOA (Statement of Advice)
    • Investment
    • Superannuation Rollovers
    • Risk Insurance
Administration services include
  • Upload Fact Find / Client Profile into your CRM
  • Complete Compliance Checks on Documentation
  • Super / Investment/ Insurance research
  • Conduct Insurance Pre-Assessments
  • Prepare Insurance Quotes
  • Prepare Application Forms before Presentation
  • Prepare Implementation Pack and Plan of Action
  • Lodge Insurance Applications
  • Setup New Super Accounts, SMSF or Managed Funds
  • Initiate Transfers if required
  • Invest Funds as per SoA
  • Client Notifications on application progress
  • Attending to outstanding underwriting requirements
  • Following up on medicals
  • Outstanding Requirement
  • Withdrawals
  • Lapse & Cancellation and Missed Premiums
  • New Business & Underwriting
  • Annual Statement & Payment Notice
  • Database Clean Up (Insurance Renewal Dates)
  • Insurance Updates

To find out more about us simply Click Here to download our whitepaper.