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Help with insurance

Insurance Financial Advice Provider (FAP) changes 2022, and how Freelancer PA can help you…

This year significant changes were made to regulate FAP licensing and registration.

For many this has meant additional book-keeping, form-filling, dotting the i’s and crossing the t’s to ensure compliance for the FMA. Some FAPs have embraced the changes; ensuring their own businesses are more robust, and able to withstand ongoing compliance. Often this has included teaming up with a larger business, to protect their survival. Unfortunately, some FAPs have given up the idea of remaining in business and walked away with ‘regulation fatigue’.

However, if you’re one of the ones who has remained, and your business is standing tall and proud, chances are you’ve embraced the changes for 2022 and into 2023 and you’re getting on with business as usual. And busier than ever but…

  • Are you organised for a more successful 2022/23?
  • Are you focused on your clients and what’s important to them?
  • And if you had ‘time’, where would you start on your business?

Outsourcing to Freelancer PA – returns your hours back to your business

We have highly skilled and experienced Virtual Assistants (VAs) who specialise in these areas and can alleviate the stress and pressure from your day – allowing you the time and energy to focus on income generating activities, that you are best suited to. Additionally, ensuring you have documentation in place fit for purpose, compliant and effective, to obtain and retain full FAP licence and meet regulatory and licence obligations.

We offer services of:

  • form-filling
  • record keeping
  • notification of material changes
  • internal policies and process documentation
  • regulatory returns
  • business continuity and technology systems
  • ensuring your documentation is compliant
  • ensuring your advice processes are up to date and are error-free

By providing a stress-free solution to your outsourcing needs, supporting you as and when you require, on an hourly basis – you can gain precious time back to work on your business. With over 8 years supporting our client base we have gained a trusted and credible reputation – you can rely on us for professional, confidential business support.

“By failing to prepare, you are preparing to fail.”

– Benjamin Franklin

With no task too big or small and no long-term financial commitment, outsourcing is a great solution to adapting to changing business needs for today and tomorrow.

If you are interested to find out what services we can offer you, click here to learn more.

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