Equity Release Club

Diversify your business operations and
become a qualified Estate Planning
Associate and substantially increase your
income and further client opportunities

You can provide our services directly to your clients and we will happily develop and support you and/or your staff to become fully qualified Associates. We will put you through our exclusively designed IFA 3 day training course where you will receive an industry recognised qualification. We will provide all the ongoing support required for you to provide a complete Estate Planning service to your clients. There is a one off fee to train and become a qualified Associate.

This will include amongst others the following:

The knowledge, skills and confidence to provide
comprehensive advice and take client instructions

A full 3 day training course to include examination
and refreshments

The professional production of Wills, Trusts and other
associated legal documents

A complete ‘back office’ function, including reception,
secretarial and administration support

The use of the company’s corporate identity

Membership and accreditation to both our membership
bodies. Provision of a practicing certificate and the right to
use their logos on stationery and advertising material.

Full lifetime professional indemnity insurance (to £5 million) and public liability insurance (to £1 million), providing you operate within the conditions of the Associate agreement.

Ongoing legal, technical and mentor support

Internet based information service, The Associate
Information Centre (AIC) www.aps-aic.co.uk

Ongoing CPD (Continuing Professional Development)

Continuation training provided on a regular basis

Residual income

Qualify
in just

DAYS

We produce all the legal work for you

All legal documentation productions costs
are charged at 35% inc of VAT of our
suggested retail prices, giving you
65% profit for your business, without
incurring the hassle of paperwork and
compliance issues.

“I recently attended the APS Legal
& Associates consultant course. I’ve
booked my first appointments and had
my first referrals. I’d recommend the
course to any adviser who needs or
would like more work. It’s a great
excuse to go back and see your clients.”

Alan Blackwell IFA
Shawcross-Blackwell Financial Advisers

A business model that works!

CASE STUDY EXAMPLE

Week 1:
Client 1:	Protective Property Trust package
	RRP	= £595.00
	APS legal doc fees	= £208.25
	Associate profit	= £381.75
Client 2:	Mirror Wills + 2 LPAs
	RRP	= £424.00
	APS doc fees	= £148.40
	Associate profit	= £275.60
Client 3:	FLIT package
	RRP	= £795.00
	APS doc fees	= £278.25
	Associate profit	= £516.75

As an Associate of APS Legal & Associates you can realise your full potential and benefit from the opportunities available by offering specialist Estate Planning and Will Writing in your financial services business. All of your clients need Wills - go beyond the fact find!

Associate opportunities from week one =

Further access to new clients for your financial services business including executors, witnesses, trustees and guardians named in your clients’ Wills and other associated legal documents.

T: 0845 430 4600

For further information please contact
Diane Priest at diane@aps-legal.co.uk

Visit www.aps-legal.co.uk/professional