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Principle
First Partners |
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Useful Guides & Tools |
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About Principle First |
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Frequently Asked Questions
1. What is a Principle First partner?
A partner is someone who refers clients to Principle First for
the products and services we offer, such as mortgages and investments.
In return they receive revenue for any business introduced.
2. How do I become a partner?
All you have to do is complete
our online registration form or print off the application
form (download
it here). Once registered, you will be allocated a unique
URL which will allow you to submit client referral details via
our website.
3. Is the Principle First partner scheme open to
anyone?
Everyone is welcome to join us as a partner, however we do reserve
the right to refuse any application at our discretion.
4. How much does it cost to become a Principle First partner?
It will cost you absolutely nothing to become one of our partners.
5. How long before I can start referring clients?
As soon as you have applied and been accepted as a partner, and
you have been given your unique company URL, you can begin referring
clients to us.
6. How will you know if the referrals you receive are
from my company?
When your registration is completed, you will have a unique URL
assigned to you which will contain a form for you to input client
details. As each company has their own individual form and URL
we can track any referrals that come from you.
7. When am I paid?
A monthly statement will be issued to you on the 20th of every
month. Payment will be issued within 14 days of the invoice being
received.
8. What support is provided for Principle First partners?
You can contact us anytime if you have any queries on 02871 273030
or email roisin@principlefirst.co.uk.
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Testimonials |
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Chartered Financial Planners - Principle First Financial
Services are one of the few Independent Financial Advisers to achieve
Chartered Status in the UK - a reflection of our professionalism and
dedication to providing the highest level of customer service and
financial planning, including wealth management and inheritance tax
planning.
Principle First Financial Services is a trading style
of GMF Marketing Services Ltd. which is authorised and regulated by
the Financial Services Authority. Principle First Financial Services
is entered on the Financial Services Authority's register under reference
number 409667.
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