ADVISOR PACK:

We have a complete installation pack available for our registered IFAs. Once we have confirmed that there is a client interested in an EFRBS, we will email a free download link to you. In many cases, after discussion we end up using a different type of Company Trust - rather than an EFRBS. This is why we like to assess the client position before passing on the Advisor pack.

The pack takes you through every step - it contains copies of all the required Board Minutes, Trust Deeds and Letters.

HOW DO I GET MINE?
First you need to become one of our Registered IFAs - simply click on the "IFAs" link at the top of this screen. Once you have completed our Non Circumvent Agreeemnt (NCA), we can discuss client specifics and, should it be required - email you the free download link.