Exeter Investment Group has launched an online literature server that will allow intermediaries to l...
Exeter Investment Group has launched an online literature server that will allow intermediaries to link to the latest product applications and fund literature.
Exeter said IFAs who upload literature, key features and application forms onto their websites for clients were previously at risk of the material becoming out of date, exposing them to a potential regulatory breach.
The new Document Server system provides a direct link from an IFA website to a secure literature library, which ensures clients can only download the latest information, without leaving their own adviser's website. The system automatically overprints the IFA's details on application forms, while intermediaries who do not have a website can still download the latest forms, personalised with their own details, via www.documentserver.co.uk.
IFAs can sign up to be alerted when a product provider publishes a new document.
Providers will also be able to obtain statistics on the use of their documents.
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