We'll pay you cashback for your existing policies..........do you have any investment, pension, life or health insurance policies?

Appoint us as the agent for your existing policies and we will pay you 100% of the renewal commission for the first 6 months, regardless of when or where you bought them. Here is how it works. Most investments, pensions, life and health insurance policies pay an annual renewal commission to the advisor that services your policy. In many cases this may be the company that sold you the policy a number of years ago, appoint us as your agent free of charge and we will pay you all of the renewal commission for 6 months, plus you will also be able mange all your policies and receive future advice online with our Advisory online services.

If you have any of the following policies

we are likely to be able to pay you a cashback:

Investments, Investment ISA, Investment bond, Offshore investment bond, Unit Trust, OEIC, Wrap account, fund supermarket account, Discounted Gift Trust

Pension, Personal Pension, Retirement annuity contract, SIPP, SASS, AVC, Executive pension plan, Income drawdown (unsecured pension), Protected rights pension

Protection, Term assurance, Whole of Life Assurance, Private medical insurance, Accident sickness & unemployment cover, Critical illness assurance, Long term care, Family income benefit plan, Mortgage decreasing term, Mortgage payment protection, Pension term assurance, Permanent health insurance 

We deal with the majority of the investment and insurance companies in the UK click here to see a list of the companies that we could pay a cashback for.

Here is an example of how much cashback you could claim:

Total cashback                                                     £590.00

What could easier, you to not have to buy anything from us, just appoint us as your agent, and receive cash. Either now or in the future when you want advice on these, or any other financial matters you can utilise our online advisory service.

Note: This cashback offer applies when you appoint the fundsnet advisory service as your agent for any policy that you hold that is not currently held under our agency.

Once we have been appointed as your agent you will benefit form all our online services, including:

Online portfolio valuations

As a client of fundsnet advisers we believe in providing transparent information about your financial position in the simplest and most current way possible. To help provide this we automatically give you access to your own designated web site so you can view all your investments, pensions and policies online 24/7 365 days of the year. The daily values of investments are provided via live electronic feeds to each product provider, this gives the most up to date picture of your whole portfolio. We are happy to provide this access for all investments and policies that you hold, regardless of when or where you bought them. This means you will have clear online, up to date, access to all your assets whenever you need to check on them.

Secure online financial document storage

Storing personal financial information has become an area that we believe deserves extra vigilance. To avoid this sensitive information being stored on your P.C. or laptop as part as our service we provide you with access to a secure server where you can upload your financial documentation. We use the same encryption software as many of the banks so you can be sure your information is secure and protected. For many of our clients this can replace the need to keep a large volume of paper documents at their home or office.

Secure message to your adviser

In today's world we believe security of your information if vital, with this in mind when you want to contact your advisor to ask a question about your portfolio or just a general enquiry, simply send us a secure message via your designated website.

Web meetings with your adviser

In todays world saving time is essential for most of us, with our secure online web meeting service we can provide advice to you in your home or office at a time that is convenient to you. Providing you with all the information you need to make a decision whilst saving you travel and time costs.  

Mobile devices

Access your financial information on the move with True Potentials mobile apps for iPhone, iPad and other mobile devices. it has never been easier to track your current financial position from anywhere in the world at any time of the day. 

If you would like to claim your cashback click here to download the form to appoint us. Or call us on 0845 241 3362 if you have any questions.