Distribution Consulting

Gold Seal designs and implements efficient and compliant point-of-sale and monitoring processes for distributors of financial services.

Our turnkey distribution solutions have been used by strata managers, furniture removers, motor dealers, leasing companies, computer resellers and the like.

Our AFS compliant distribution systems are simple to use and easy to understand. They encompass: 

• Product review
• Point of sale procedures
• Preparation of disclosure documents
• Specification and preparation of accreditation procedures and training requirements for insurance sales and management staff
• Monitoring and supervision processes
• Compliance and corporate governance processes