Accountants often play a role in their clients' buying or selling decisions related to financial products. For example, if a client is selling an investment property and upgrading to a better, larger investment, they are likely to consult their accountant for advice on items such as tax implications. These third parties or partners are managed by strict contractual terms that govern how they perform with respect to service, confidentiality and liability. First and foremost, you can expect quality tools with which to assist your client to find a financial product solution easily and conveniently.
Attention is paid to the quality of the service, confidentiality and security.
The tools are designed so that you do not have to be a qualified financial adviser. The tools do not assist you in giving advice but allow you to be a facilitator in the process and bring an additional layer of service and loyalty to your customers with the extra convenience the service provides. Solution 6 partners and accountants are required to be independent. They are required to act in the best interests of the client. Even though the partners, accountants and Solution 6 receive a service fee based on the commission each time a client purchases a product through the service, the accountant, Solution 6 and the partner do not make the final purchase decision - it is always the client.