For financial advisors
Your practice, properly supported.
If you are an authorised advisor or representative looking for a product house that actually shows up (training, service, business development and access to alternative products), we will introduce you to Investment Hub.
What you get access to
Built to sit behind advisors, not compete with them.
Through Investment Hub's network you can access:
- Alternative investment products through tied agents holding CAT 1.8 licences.
- Accredited CPD and ongoing product training from their in-house trainers.
- A call centre that speaks to clients directly and promotes your services.
- Two levels of planning support: direct alternative product placement, or comprehensive holistic planning.
- A direct channel to service centre agents, so client queries do not sit in a queue.
- A named business development manager who owns the relationship.
Who this is for
Licensed advisors who want a broader range.
This is a fit if you are a licensed financial advisor, key individual or representative operating under an FSP, and you want a broader alternative product range without leaving your practice.
You will conclude a referral agreement directly with Investment Hub. DKA Projects is not a party to that agreement. We make the introduction and then step out of the way.
The process
Five steps, and you only do the first one.
- 01
You enquire
Complete the form below with your FSP details. It takes about two minutes and puts you under no obligation.
- 02
We verify
We confirm your details are complete and that you are authorised, so Investment Hub's team is not chasing paperwork.
- 03
We introduce you
Your details go to Investment Hub's business development team, and we tell you who will be in contact.
- 04
You agree terms directly
You and Investment Hub conclude a referral agreement between yourselves. The terms are theirs and yours, not ours.
- 05
They onboard you
Product access, training, CPD and your business development manager are set up by Investment Hub.