TAP into everything you need for your FAP
TAP are 100% behind the independent adviser market and believe, with the right support, advice firms of any size can operate their own FAP with confidence.
Wednesday, May 19th 2021, 9:20AM
All TAP members have access to our market-leading “FAP-in-a-Box” solution:
- The FAP Blueprint - Access TAP’s full suite of FAP-ready policy and process templates.
- The Advice Process - Use our advice tools and templates, or we can help review yours.
- The Platform - A purpose-built CRM to track your advice process, manage your pipelines, and identify any compliance gaps as they happen. From $50 per week.
- Admin Support - Our optional full-time admin support team to help you deliver services and document the hard work you do for your clients. From $350 per week.
- Oversight & Audits - TAP into our compliance team for on-demand audit support, licensing guidance and business mentoring. From $490 per audit.
No fixed monthly membership fee means advisers can just TAP into the services they need.
TAP here to book a demo today
FAQs
Q: Can I run my own FAP with TAP?
A: Yes, TAP provides everything a business needs to run its own FAP and receive the top commissions available to you.
Q: What does it cost to become a TAP Member and access the services?
A: Nothing at all. It is FREE to be a TAP member and you get 100% of the commission you are entitled to including payments like the FAPO.
Q: Can I get PI cover via the TAP scheme if I am a solo adviser FAP?
A: Yes, our group scheme can accommodate single adviser FAPs.
Q: Is there a cost for my admin staff to use the CRM?
A: No, there is no cost for your support staff to use the CRM.
Q: How often do I need to pay for a file audit?
A: File audits are optional and you can choose how often you want them.
Check out what our members say
| « Latest ASSET Magazine out now | 8 Steps to a beautiful annual operating plan » |
Commenting is closed
|
|
Printable version |
|
Email to a friend |
