Unipass for outsourced paraplanners
I need to get a quote from Prudential, but the only way it can be done is through Unipass; my client has a Chromebook which means he can't get a quote from them either.
Obviously in-house paraplanners can get Unipass with no problem, but can outsourced paraplanners have this? (How) does this work with multiple IFAs/agencies?
This is something else that I didn't even consider to be a thing when I started!!!