How we work – Elevate Global Solutions

Simplified processes
for amplified results.

Here’s a look on how we would work with you!

Simplified processes
for amplified results.

Here’s a look on how we would work with you!

Simplified processes for amplified results.

Here’s a look on how we would work with you!

Our process is trusted
by worldwide clients,
wonder why?

Our process is trusted by worldwide clients, wonder why?

Quick glance on how we work

01 - SOA/ ROA Request SubmissionAt this stage of the process, we welcome clients to submit their requests for Statement of Advice (SOA) or Record of Advice (ROA) documents. Clients are encouraged to provide all necessary information or details pertinent to their financial situation, goals, and preferences.

02 - Clarifications and Final ConfirmationThis stage involves clarifying any details with clients and obtaining their final confirmation before proceeding. We ensure all aspects are clear and agreed upon before moving forward with document creation.

03 - SOA / ROA ProductionIn the SOA/ROA Production Phase, we meticulously analyse client-provided information to craft personalised financial recommendations, considering factors like goals, risk tolerance, and preferences. Leveraging our expertise and regulatory knowledge, we draught detailed advice documents. We maintain open communication with clients, addressing questions and making adjustments as needed, aiming to empower informed decision-making and financial success.

04 - Final SOA / ROA Document SubmissionDuring the Final SOA/ROA Document Submission phase, we deliver the completed financial advice documents to clients for review and approval. Ensuring accuracy and completeness, we facilitate a seamless handover process, providing clients with the necessary information for their records or further action.

05 - FeedbackDuring the Feedback phase, we collect and assess client input on the provided financial advice documents. This involves reviewing comments, questions, or requested adjustments to ensure needs and concerns are addressed effectively. We prioritise open communication and strive to incorporate feedback to enhance the quality and relevance of the advice provided.

02 - Clarifications and final confirmationThis stage involves clarifying any details with clients and obtaining their final confirmation before proceeding. We ensure all aspects are clear and agreed upon before moving forward with document creation.

Unlock efficiency with our integrated workflow solutions

We refine every facet of your operations, ensuring peak productivity and efficiency. Our integrated workflow solutions streamline processes, minimise bottlenecks, and enhance overall performance, empowering your team to accomplish more with less effort.

Ready to get started? Think we’d
make a good partnership?

At Elevate Global Solutions, we specialize in offering paraplanning services, crafting quality plans tailored to your needs, ranging from straightforward to intricate comprehensive Statement of Advice (SoAs).

Ready to get started? Think we’d make a good partnership?

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