Based on feedback from advisers and customers, the ability to refer customers directly to View Legal and have View Legal facilitate holistic estate planning is an important solution for both advisers and customers.
Advisers can refer customers to View Legal either by:
1. completing basic information, such as customer name and contact number here; or
2. send an email to estateplanning@viewlegal.com.au with the customer's preferred contact details.
The customer will be contacted directly to enable review of their circumstances and work out the most appropriate pathway to implement a holistic estate planning solution for their unique circumstances.
Part of this solution is that advisers are paid a referral fee on any engagement that the customer has with View Legal as a result of the above referral - you must disclose this to the customer. More details about the referral fee and how it works can be found in this FAQ.