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Comparison Chart

Brokerplan Network – Package Comparison Chart

For a quick comparison of the Brokerplan Network Business Packages,what’s included in each package and the Investment / Set Up costs involved please see the charts below :

Brokerplan
Package Details
Brokerplan
Associate Financial Consultant (AFC)

Brokerplan Business Partner
(Own Brand)

Brokerplan
Business
Owner
(Own Brand)

Brokerplan
Accountant
Plus
(Own Brand)
Brokerplan
Professional
(Own Brand)
Business Package Status Fully Supported Business Associate Fully Supported Business Partner Fully  Supported Business Owner Fully Supported
Accountancy Partner
Compliance Support Provided to Independent Broker
Initial Business Training.
Delegate fees and Residential Accommodation Provided.
2 Days Training Single Delegate 2 Days Training, To 2 Delegates Trained 4 Days Training, To 2 Delegates Trained 2 Days Training, To 2 Delegates Trained 2 Days Training Single Delegate
Field Based Business Training
Delivered at the Partners Business / Office Location
On Request
On Request
On Request
On Request
On Request
Training Materials and Business Reference / Operations Manual
Commercial Keeper Case Management / CRM System Access
Customised Business Document Pack
Business Development Manager Support
09.00 am  to 5.30 pm   Mon – Friday
Head Office Consultancy Team Support + Regulatory and Compliance Support.
Allocated Business Territory Allocated Business Territory by UK Postcode Unrestricted Business Territory – UK Wide Unrestricted Business Territory – UK Wide Unrestricted Business Territory – UK Wide Unrestricted Business Territory – UK Wide
Partner Lender Directory ( 250 + UK Based Lenders) Indirect Access Indirect Access Direct Access Indirect Access Direct Access
Income Share on Total Case Fees / and Case Commission Earnings From 25% up to 60% Paid to Associate dependent on option chosen 60%-70% Paid to Business Partner 100% of Total Case Income Retained by Business Owner 65%-70% Paid to Accountant Plus Partner Up to 85% of Case Income Retained by Partner
Shared Opportunity Support (SOS) N/A N/A 50:50 Income Split when SOS requested N/A 50:50 Income Split when SOS requested
Marketing and Lead Generation Support, E-Mail Marketing, Business E-Newsletters X
Brokerplan Network ‘Partner Resource Portal’ Access
Comprehensive ‘Back Office’ Admin Support Package – Business Logo Design, Business Cards, E-mail account provision, 0845 Number, X
Company Branded Web Site N/A N/A N/A N/A
Own Branded Commercial Finance Business Web Site Including Web Domain, Web Hosting and Business Enquiry Forms.# N/A X

 

# Brokerplan Network Business Partners / Business Owners have full ownership rights over the chosen web site domain name and have the option to host their supplied web site on an independent Hosting Platform if requested.

 

Brokerplan Network – Fee Structure

Brokerplan Business Owner

Brokerplan Business Partner

Brokerplan Business
Associate

Brokerplan
Accountant Plus
Brokerplan
Professional
Business Fees £23,995
One Off Business Owner Fee
From £12,995
One Off Business Partner Fee
From £4,995
One off
Associate Fee
From £15,995
One Off Accountant Plus Fee
Price by negotiation
Initial  Minimum
Partner Contract Period
N/A 12 Months 12 Months 12 Months 12 Months
Business Support and FCA* Compliance Fees £150 per month £150 per month £75 per month £150 per month £150 per month
Ongoing Web Site and E-Mail  Hosting Fee + Tech Support Included  in Monthly Business Support Fee Included  in Monthly Business Support Fee Included Except in Entry Level Option Included in Monthly Business Support Fee N/A
Executive Mentorship Support Provided for the life of the agreement Provided for the life of the agreement Provided for the life of the agreement Provided for the life of the agreement N/A

 

VAT is not payable on Brokerplan Network Fees. Brokerplan Netwrok Partners can elect to migrate and upgrade from one package option to another at any time subject to the payment of the appropriate fee differential.

Business Support also includes daily BDM / general business case support , back office support services, web site / e-mail hosting etc. Also included are FCA fees and levies associated with the provision of Appointed Representative (AR) status and Compliance support ( when applicable ). The Company reserve the right to increase fees associated with FCA Fees and Levies to reflect any increase in costs as may be imposed by the FCA.

* It is a legal requirement for Brokerplan Network Business Owners, Business Partners, Accountant Plus and Brokerplan Professional Partners to have the relevant FCA Authorisations for credit broking and the appropriate categories of trade. It is a legal requirement for all Network Partners operating under an Independent Brand to have Data Protection Registration with the Information Commissioners Office (ICO)