The Gazette 1995

GAZETTE

NOVEMBER 1995

More Value for Money from Solicitors Financial Services

SFS improve their fee structure and expand their service

Since its formation five years ago, Solicitors Financial Services has been very successful in providing financial services to clients of solicitors. As new legislation, particularly the Investment Intermediaries Act 1995, impacts on the financial services industry, solicitors have become more conscious of the need to ensure that their clients receive "professional advice". The provision of financial services is now an important part of the solicitor's role as professional advisor. To assist solicitors in this role and to provide quality service to their clients, Solicitors Financial Services have revised their services and fee arrangements.

At the recent launch of the restructured

Solicitors

Financial

Services

were l-r:

Tom

Kennedy,

Irish Pensions

Trust; Ken Murphy,

Director Director,

General,

Law Society;

Sinead Senior

Burke, Irish Pensions

Trust; Justin McKenna,

SFS; Andrew F. Smyth,

Vice President,

Law Society and Peter Prost, Managing

Director,

Irish Pensions

Trust

• Fee based Pension Audit Service. • Redundancy/Retirement Counselling.

Display Stand & Brochures Subsequent Brochure Refills

£ 7 0 . 00 + VAT

£ 4 0 . 00 + VAT £ 4 0 . 00 + VAT £ 1 0 . 00 + VAT

Membership

Commission Sharing Arrangement

Wall Plaque User Manual

Fee: £ 2 5 . 00 + VAT per annum per firm which provides:

On the transaction of business with Solicitors Financial Services by a solicitor's client, payment of an additional annual administration fee will entitle the solicitors to an equal share of any income generated. Scale of administration fees as follows:

1. An attractive Legal Indemnities Insurance Package.

How to Join/Renew Membership:

Ea ch firm will receive a Brochure and Application Fo rm. However, should you mislay it, please contact either:

2. Quarterly Newsletter updating you on market trends and investment opportunities for your clients.

No. of Solicitors

Administration

Tom Kennedy Solicitors Financial Services Irish Pensions Trust 25/28 Adelaide Road, Dublin 2 Tel: 01 - 6 7 6 7591 Erin Barry Solicitors Financial Services Blackhall Place Dublin 7 Tel: 01 - 6 7 1 0711

3. Marketing Guide (including standard client letters).

Fee

1

£ 5 0 . 00 p.a. £ 9 0 . 00 p.a. £ 1 2 5 . 00 p.a. £ 1 7 5 . 00 p.a.

2

4. Access to independent professional advice on all aspects of financial planning for solicitors and their clients, such as: • Inheritance/Gift Tax Planning. • Financial aspects of Partnership Planning. • Lump Sum Investments.

3 - 5

6+

Please Note: The Administration Fee can be deducted from the income generated.

Promotional material is provided separately as required:

•

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