Professional Introducer

Produce an illustration

We have produced an illustration tool which shows you just how hard your client’s savings could be working. The tool provides a free report which is indicative of what we might achieve when we first invest a client’s money based on accounts currently available.

PRODUCE ILLUSTRATION

When your clients turn to you with their savings management requirements, as industry professionals you are faced with a dilemma. Helping your clients achieve a competitive return on their hard earned cash can be time-consuming and may not be cost effective. To find out how DCM can ease the burden of savings management, call one of our Savings Specialists on 0345 094 2255 or Arrange a call back and we’ll get in touch. Alternatively, you can Produce an illustration for your client or Refer your client to start a new application.

Why choose Dynamic Cash Management?

Choose from two savings management services, DCM express and DCM plus

We provide two innovative services because we know that one size doesn’t fit all

Help your clients earn consistently competitive interest and save time, effort and worry

We do the account research, choose accounts for you and keep you in the loop

A personal service which includes a dedicated Client Manager for you and your client

We understand that sometimes you want to speak to a person, to get an answer to your queries there and then

Resources

Download Data Capture Forms

Become a Partner

We have been working with Professional Firms for many years, to provide a savings management solution that works for you and your clients. Our Partnership Programme is open to Financial Advisers, Accountants, Solicitors, Estate Agents and other Professional Firms. Our Partnership Programme offers various benefits, including a strict non-compete guarantee.

Benefits of becoming a partner

Strict non-compete guarantee
Bespoke fee options
White labelled factsheets
White labelled rate and Illustration tool for your website
On-site training and presentation
Access to our Online Portal
Dedicated BDM with ongoing support
Dedicated Client Manager for you and your clients

To receive a copy of the Professional Introducer’s Agreement, register your interest here.

Register your interest

The Latest Rates

*Approximate rates currently available based on Private Client DCM plus portfolio of £250,000. Rates may vary depending on your individual circumstances.

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