Intermediary Database
The Intermediary Database provides the most flexible and accurate tool available for capturing and managing even the most complex multi-level company hierarchies and submission routes.
Features include:
- Full FSA verification at point of registration and throughout the business process to ensure Broker's authority to conduct business remains in force
- Additional ability to block or otherwise restrict an individual or firm on an ad hoc basis
- Automatic calculation of proc fees based on submission route, including complex splits for branch, network, packager etc
- Full support for Broker exclusive products
- Comprehensive management information to analyse and report on intermediary performance
We support a variety of parties involved in the transaction including:-
- Brokers
- Client Facing intermediaries
- Registered individuals
- Appointed Representatives
- Networks
- Packagers
- Satellite Packagers
- Franchises
- Mortgage Clubs
- Associations
- Company administrators
