St. James’s Place Partner Toolkit
IMPORTANT NOTE:
Starting from 14th September 2023, we will be discontinuing our current toolkits for a more efficient and streamlined referral process.
To make referrals in the future, please access the SJP intranet “Cash and Borrowings” section. To access marketing collaterals, rates updates, and FAQs we kindly request that you utilise our referral app.
If you have any questions or concerns, please don’t hesitate to reach out at sjpbusinessdevelopment@flagstoneim.com.
Partners share their experiences
Introducing your clients to SJP Cash Deposit Service empowers them to earn more interest and reduce risk. The platform is simple to use, improvements are immediately visible and future value is easy to demonstrate. It’s a great way to add value to your proposition and deepen your client relationships. This series of short videos explains how recommending the cash platform can benefit your clients and your practice.
Feedback
If you have any feedback or suggestions to help us better support you with this toolkit or in any other way, then please don’t hesitate to get in touch with us.
