Fidelity FundsNetwork launches re-registration campaign with ?50 per client incentive to advisers
Campaign to run from 7 September - 31 December
Fidelity FundsNetworkTM is pleased to announce that it will be launching a re-registration campaign, open to all advisers in the UK, with the additional benefit of a cash incentive for advisers.
The campaign, which runs from the 7th September to the 31st December, encourages advisers to re-register their client's holdings to Fidelity FundsNetwork.
For advisers who re-register clients with of ?10,000 or more, we will pay the adviser ?50 per client, so if 20 qualifying clients are re-registered to Fidelity FundsNetwork the adviser will receive ?1,000 to compensate their time and effort.
Benefits of re-registering to Fidelity FundsNetwork: See all clients' investments in one place and get consolidated valuations.
Get reports and transaction summaries at the touch of a button.
Simple portfolio rebalancing.
Powerful planning tools for portfolio analysis.
Consolidated commission payments and a single point of contact ?50 cash incentive for each qualifying client Peter Hicks, Head of UK Retail Sales at Fidelity International, comments: "Many advisers look to re-register client's assets as part of their normal business.
Consolidating client assets to a single platform frees up valuable time and reduces paperwork.
By re-registering, clients can enjoy a simple joined-up view across an entire portfolio.
Plus, by running a concerted campaign advisers can reregister clients cost-effectively and raise some revenues.
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