Our Requirements

Before commencing work on a new case, we usually require the following documents:


  • Financial Planning Questionnaire
  •  Risk Assessment
  •  Ceding Scheme Information
  •  Our Submission Form


You will be granted access to our secure GDPR-compliant portal, granting you the peace of mind that documents will be sent and received securely.

Upload your documents

FAQs

Got a question? We’re here to help.

pjm paraplanning FAQ's

  • What templates do you have?

    We are able to provide suitability templates to cover the majority of scenarios. We are also happy to use your own templates if this is your preference.

  • What is your turnaround time?

    We work to a turnaround time of 5 working days for all of our reports.

  • Do we give Financial advice?

    PJM Paraplanning and Consultancy Services Ltd are NOT regulated or authorised to provide financial advice. The financial adviser for the case in question will remain responsible for the advice provided.

  • How about data protection?

    PJM Paraplanning and Consultancy Services Ltd complies with the Data Protection Act 1984, 1998 and 2018.