Membership Benefits Summary Chart

Compliance

• Appointed Representative status
• FSA Regulatory Responsibility with MI as Your Principal
• Payment of FSA Fees
• PI Insurance
• Comprehensive Procedures & Documentation to Meet FSA Requirements
• Fully compliant point of sale system
• Compliance Support and Guidance
• Comprehensive audits

Training

• Comprehensive Training & Competence Scheme & Service Support
• Induction Course - FSA and MI
• Training Courses - Fusion, Protection, and General Insurance, Sales Skills
• e-learning package including CPD

Business Development Support

• Comprehensive Support from Training & Development Managers
• Marketing Support
• AMI membership - Fees Paid
• Cash Management and Forecasting

Mortgage Club Services

• Broker Support Desk
• Dedicated Business Development Managers
• Enhanced Procuration Fees
• Broker Zone Website
• Exclusive lender panel, representative of whole of market
•  
• Protection Referral Desk to include Private Medical Insurance,
  Life Critical Illness & Income Protection
• Branded adviser website
• Specialist Packaging at AToM
• Prime Packaging Service
• Access to Commercial and Buy-to-Let Mortgage Club
• Trouble shooting difficult cases
• Procuration Fee Management