Of course, if you are going to invest in our high quality leads, you want to feel secure that there is a fair and just system for dealing with refunds
Here at Access2Advice, we have adopted an industry standard lead rejection policy which can be summarised as follows, we will of course set out these points in greater detail for you, prior to switching on your flow:
No Phone Number
Invalid phone number
fax machine line
When confirmed by ourselves that the individual named in lead is not known on the phone number given
Duplicate leads generated within 3 months
Hoax details (Mr Mickey Mouse)
Minor
Non UK resident
A lead cannot be rejected/returned
State or Occupational Scheme enquiries
Phone is not answered
After 5 days
If the client changes their mind
Advice sourced elsewhere
Incorrect figures input by the client
Declines a meeting
Does not have an existing pension or investment
Where we have confirmed that a conversation, meeting or business is or has taking place
For more information either call us on 0844 414 8218 or click here to register your interest.
