The compliance burden around financial advice is onerous, with many – and at times bewildering – documents to be completed and signed.
At Politis Investment Strategies, your clients will have their own dedicated administrative support, to do the chasing and running around.
Making the whole experience as easy and simple as possible for your clients.
To find out more, call 02 4962 5525 now and ask to speak to our Business Development Manager.
Or fill in the form below and they will be in touch.