How Do I Enrol For The Money MOT Review Service?
Sign Up For Our Regular Review Service - Download Money MOT Factsheet
To join one of our regular review schemes, read about the different service levels we offer.
1. Decide which service level you prefer:
2. Request a Joining Pack:Live Diary - Book A Callback Contact Form
3. We will send you a review service joining pack by email.
The packs consists of:
- Details about us
- Key facts about how we work
- Letters of Authority with permission for your insurance, pension and investment companies to talk to us
- Client Agreement
- We will then conduct your first yearly review
All you have to do is sign the authority letters and terms of business, send them to us and and we will start reviewing your portfolio and working for you immediately. It is that simple.
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