Brokerplan package overview

Offering different options to work with us.

We understand that individuals or companies considering investing in a Commercial Financial Brokerage will have a range of requirements and funds to invest. Under the Brokerplan programme we offer a broad range of solutions to meet these individual needs.

Our packages range from Associate Financial Consultant to Business Owner, which vary by initial investment and commission levels.

Please find below a simple comparison of the packages. If you would like to discuss any of these packages in more detail, please contact us on 0333 405 6666.

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The Terms and Conditions

VAT is not payable on Brokerplan Network fees. Brokerplan Network 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).

Come and meet us

To discuss any questions or to arrange a Discovery Session or Webinar please contact the Business Development Team on 0333 405 6666 or email the Business Development Manager Laura Fieldhouse by Clicking here.