Paper forms and signatures no longer needed
Legal & General (L&G) has launched an online trust application process for intermediaries, across its personal, business and relevant life plans. L&G's Online Trust service, developed by Online Protection Connect (OLPC) system, will allow advisers to store customer's information in one central hub, meaning paper forms and signatures are no longer required. The firm said this process will speed up the journey for intermediaries, especially for relevant life plans where a trust is always needed....
‘The Orange Table’
15 years’ experience
In association with Scottish Widows