New Business and Introducer Register

New Business and Introducer Register
Log allowing for record keeping of source of new business received by Brokers and information on products and lenders clients subsequently referred to.

Includes sections allowing for members to record introductions made to other Brokers.

Finally, a section is included for Brokers to maintain a list of currently approved introducers, confirming if formal introducer agreements have been established and the due-diligence completed on each introducing party.
20.00 (ex. VAT)
 

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