Kent Reliance: Our Product Transfer Portal has arrived
We are pleased to announce the launch of our new Product Transfer Portal. Our online system has been designed to improve the process of submitting, managing and amending your clients’ Product Transfer requests*.
The system lets you:
Create new product transfer requests
Track the status of existing transfer requests
Upload confidential client documentation
Send and receive secure messages concerning cases or client details
For a step-by-step guide on how to use the Product Transfer Portal, you can access our How to Guide now or click on the image below to watch the video:
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Please use postcode: B93 0NN to locate the office when visiting.
Testimonials
Like the friendly can do approach, keep it up!
Michael McGuiness, Adviser
My experience with TRM so far has been excellent I can’t tell you how much you guys have lifted me since March. The positive approach shown by everyone to get the business on and to get the commission paid is up lifting. What a breath of fresh air, great Network and fantastic positive attitude.
Andrew Smith, Adviser
You are a wake up call to this market and a revelation compared to my previous network.