What’s the Process
Option 1 – Financial Planner Fee or Commission Funding
Let’s say you are owed commission/fees for some plans/clients that you have worked on. You may have to wait a while for your AFSL provider to pay you commission due or a client payment could be forthcoming, rather than waiting 30,60, 90 days or even longer for your commission, you can claim it now.
At VIP Cashflow we specialize in providing short term Financial Planner Commission/Fee Advances either for Principals or individual Agents. This gives you immediate Cashflow allowing you to get on with working with more clients.
You no longer need to wait as we will provide funding to you immediately. All we need is a little information from you and then we will be able to deposit monies directly in your account.
Option 2 – Financial Planner Trail Book Funding
Let’s say you need some short term funding due to unforeseen expenses or you just want to grow a little faster. Rather than waiting 30 days or longer for your monthly Trail payments you can claim them now..
At VIP Cashflow we specialize in providing short term Trail Book Funding either for Group or Independent Financial Planners. This gives you access to immediate Cashflow when you need it.
You no longer need to wait as we will provide funding to you immediately. You can claim up to 3 months in Advance, all we need is a little information from you and then we will be able to deposit monies directly in your account.
What’s the Process?
Option 1 – Financial Planner Fee or Commission Funding
Step 1: Complete an Application Form
Please fill it out and sign the application and fax it back to us with a copy of the following documents:
- Copy of Your Driver’s license (first time only)
- Copy of Your Medicare Card (first time only)
- Copy of Statement that shows the Relevant Commission or Fee that is due to you
You can submit your application form by to us by fax on 130073656 or email info@vipcashflow.com.au
Option 2 – Financial Planner Trail Book Funding
Step 1: Complete an Application Form
- Copy of Your Driver’s license (first time only)
- Copy of Your Medicare Card (first time only)
- Copy of the most recent Plan Trail Book Statement from your AFSL provider.
You can submit your application form by to us by fax on 130073656 or email info@vipcashflow.com.au
Step 2: Review and Acceptance
Once we have received your application we review it and approve it (subject to it meeting our guidelines).
We will then send you a Commission Advance Agreement where the terms and agreed settlement date are listed. Simply sign this and fax it back.
Step 3: Commission in your Account
Once we have received the Commission Advance Agreement, we will then deposit Commission directly into your account, less the relevant interest owing to VIP Cashflow.
To Apply Now simply click on the link below to fill out our online application form, or call 1300 736 676 and we will email one to you.