Pre-written and pre-designed templates for you to personalise

Using our extensive experience of working with intermediary firms, we’ve designed and written a variety of templates to help firms attract new clients and communicate with existing clients. Whilst we’ve written and designed the templates, the flexibility of the Store allows you to personalise the templates by amending the colours, fonts, images and even some of the words. You can preview the materials by viewing a PDF before you decide to proceed. Whilst the templates have been reviewed by a compliance team you will need to ensure that they are compliant before you use them.