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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.
Membership
Fee: £ 2 5 . 00 + VAT per annum per
firm which provides:
1. An attractive Legal Indemnities
Insurance Package.
2. Quarterly Newsletter updating
you on market trends and
investment opportunities for your
clients.
3. Marketing Guide (including
standard client letters).
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.
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At the recent launch of the restructured
Solicitors
Financial
Services
were l-r:
Tom
Kennedy,
Irish Pensions
Trust; Ken Murphy,
Director
General,
Law Society;
Sinead
Burke, Irish Pensions
Trust; Justin McKenna,
Director,
SFS; Andrew
F. Smyth,
Senior
Vice President,
Law Society and Peter Prost, Managing
Director,
Irish Pensions
Trust
• Fee based Pension Audit Service.
• Redundancy/Retirement
Counselling.
Commission Sharing Arrangement
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:
Display Stand
& Brochures
Subsequent
Brochure Refills
Wall Plaque
User Manual
£ 7 0 . 00 + VAT
£ 4 0 . 00 + VAT
£ 4 0 . 00 + VAT
£ 1 0 . 00 + VAT
How to Join/Renew Membership:
Ea ch firm will receive a Brochure
and Application Fo rm. However,
should you mislay it, please contact
either:
No. of Solicitors
Administration
Fee
1
£ 5 0 . 00 p.a.
2
£ 9 0 . 00 p.a.
3 - 5
£ 1 2 5 . 00 p.a.
6+
£ 1 7 5 . 00 p.a.
Please Note: The Administration
Fee can be deducted from the
income generated.
Promotional material is provided
separately as required:
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
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