Look Inside SOS to see the Outside

SOS answers the concerns that FoFA generates by providing annual detailed & individualized Statement of Service and client Opt-in capability that creates true transparency of service to the Advisers clients.

But it's more than just a 'Statement'

It offers true interaction with the client and manages the complete Statement of Service and Opt-in task.

• SOS Creates Client Service TimeLine
• Adviser notified of pending Statement of service
• Optional Adviser edit function dispatched
• SOS monitors and collates all client interactions
• Statement ready for issue
• Multiple fee charge structures
• Discounting options
• Clearly identifies your Client Value Proposition (CVP)

75 Days of monitoring and interaction

Over a period of 75 days of a client's service anniversary SOS is actively monitoring, communicating and tracking both Adviser and Client service requirements, including the ability to generate Service and Opt-in reports and maintains a constant client focus to ensuring all FoFO requirements are meet.

The Adviser is notified of every process to ensure continuity of service with Client File notes automatically being up-dated for compliance and administration requirements.