EXTERNAL SERVICES TO BROKERS

Reality-Net Services is an administrative and financial service company in Pretoria which is managed by Denise Visser. We offer an administrative service to FSP's where the need exists for a professional and comprehensive report of a client's insurance portfolio and the possible restructuring thereof, at a fixed fee. Thus, saving you as a FSP, the time and costs of employing permanent staff to perform this function and having the reassurance that your will be accurate.

We guarantee that portfolios will be compiled thoroughly and that the data will be 100% correct. A combination of Astute, Goldprint and direct access to the insurers is used to to acquire data  after which the the data is scrutinized and its accuracy is determined.

We have been active in the insurance business since 1991, specifically in the acquisition of information and the compilation of life insurance portfolios with the accompanying restructuring and strategic debt redemption  recommendations. 

 

 

EKSTERNE DIENSTE AAN MAKELAARS

Reality-Net Dienste is ‘n administratiewe en finansiële dienste maatskappy in Pretoria wat bedryf word met Denise Visser aan die hoof.  Ons bied ‘n administratiewe diens aan FDV’s by wie die behoefte bestaan om ‘n professionele en volledige verslag van ‘n kliënt se versekeringsportefeulje en moontlike herstrukturering, teen ‘n vasgestelde fooi te bekom. Sodoende bespaar u as FDV tyd en koste van permanente aanstellings en u het die gerusstelling dat data korrek is.

 Ons verseker dat portefeuljes noukeurig saamgestel word en dat data 100% korrek is.  ‘n Kombinasie van Astute, Goldprint en direkte aanvraag van versekeraars word gebruik om data vas te lê waarna die korrektheid nagegaan word.

 Ons is sedert 1991 in die versekeringsbedryf werksaam, spesifiek gemoeid met die insameling van inligting en die opstel van lewensversekeringsportefeuljes met die gepaardgaande herstrukturerings- en skulddelgingsvoorstelle.

Services & Costs (Note: if you are registered with PayPal, Rand values will apply. Otherwise fees will be determined in USA Dollar value on credit cards)

Dienste & Kostes (Let wel dat indien u PayPal geregistreer is, sal Rand bedrae geld. Andersins sal fooie per kredietkaart gehef word in VSA Dollar) 

 

Service

Diens

Description

Beskrywing

Time Frame

Tydsraamwerk

Required

Benodig

Costs

Koste

Order

Bestel

1

Opsomming

Volledige kompakte opsomming van kliënt se versekeringsportefeulje ingesluit notas.  Opbrengste op polisse word ook verskaf.

1 Uur tot 48 uur (afhangende van beskikbaarheid van data) nadat getekende mandaat ontvang is.

Getekende mandaat wat ID no van kliënt bevat.

R175.00  $25.00

 

$25.00 (Credit Card)

Summary

Complete compact summary of client's insurance portfolio notes included. Dividends on policies are provided

1 to 48hrs (depending on availability of data) after signed mandate had been received

Signed mandate containing client's ID no.

 

2

FBO

Basiese Finansiële Behoefte Ontleding met 5 blad uitdruk

2 Ure na ontvangs van mandaat en datavasleggingblad

Voltooide datavasleggingsblad (asook mandaat as polisse nog nie opgesom is nie)

R175.00  $25.00

$25.00 (Credit Card)

FNA

Basic FNA with 5 page printout

2 hrs after receipt of mandate and data capture page

Completed data capture page (as well as mandate if policies are not summarized.)

3

Her-strukturering **

Volledige herstrukturering van polisse en skuld met ongeveer 9 verslae

24 uur nadat volledige mandaat ontvang is.

Volledig voltooide mandaat met skuld inligting.

R420.00 $60.00

$60.00 (Credit Card)

Restructuring

**

Complete restructuring of policies  and liabilities with ± 9 reports

24 hrs after receipt of complete mandate

Comprehensive & completed mandate with debt information.

4

Kombinasie

1 & 2

Kombinasie 1 & 2

 

Kombinasie 1 & 2

 

R245.00 $35.00

$35.00 (Credit Card)

Combination

1& 2

Combination 1& 2

Combination 1& 2

** Persoonlike voorkeure in terme van vervangende versekeraars, UA hantering ensomeer sal met makelaar bespreek word sodat verslae na behoefte of voorkeur van makelaar voorberei word.

** Personal preferences regarding replacement insurers, RA handling etc. will be discussed with broker in order to prepare reports according to the requirements of the subject broker.

Requirements:

FSP's registered with Goldprint will be eligible for these services. Goldprint fees amount to only R275.00 + VAT per month regardless of the amount of reports required. If you have not joined, please complete the form on the application page.

Vereistes:

 FDV’s wat by Goldprint geregistreer is sal van die dienste gebruik kan maak.  Goldprint se fooi beloop slegs R275.00 + BTW per maand ongeag hoeveel verslae u benodig.  Indien u nog nie aangesluit het nie, voltooi asseblief vorm op aansoekblad. 

Procedures:

Step 1 : Ensure that you are registered with Goldprint

Step 2 : Open this web page

Step 3 : Click on the appropriate method of payment at the service that you require (above table) and perform payment

Step 4 : Fax or E-mail the required information to us (mandate etc.)

Step 5 : Immediately after receipt you will receive an acknowledgement by E-mail

Step 6 : Preparation

Step 7 : Report or reports will be transmitted to you by E-mail

Prosedures:

 Stap 1 :  Maak seker u is by Goldprint geregistreer.

Stap 2 :  Maak hierdie webblad oop.

Stap 3 :  Klik op die gepaste betaalmetode by die diens wat u verlang (hierbo in tabel) en doen betaling.

Stap 4 :  Faks of e-pos die vereiste inligting aan ons. (mandaat ens)

Stap 5 :  U sal onmiddelik na ontvangs erkenning van ontvangs per e-pos ontvang.

Stap 6 : Voorbereiding.

Stap 7 : Verslag of verslae word aan u per e-pos gelewer.

CONTACT INFORMATION / KONTAKBESONDERHEDE

E-mail / E-pos                :  denisev@lantic.net

Cell / Sel                    :  083 385 0880

Office / Kantoor             :  +27-12-3491566

Fax / Faks                  :  +27-12-3491586