INDEPENDENT Associates

For some, a partnership is not an option. Much like the Integrated Partner, however, growth becomes a challenge especially when one is wanting to embrace new, unexplored, and possibly expensive business offerings. These areas include specialist employment benefits, medical aid, high net-worth investment advice and actuarial support as well as short-term offerings. Independent Associates can make use of the Hereford facilities via their Hereford BDM. As there are three levels of BDM within the Hereford platform, the allocated BDM would act as a business advisor and request other specialists within the structure to assist where necessary.

ALTHOUGH INDEPENDENT ASSOCIATES ESSENTIALLY CONTINUE TO FUNCTION AS INDEPENDENT FSPs, THEY CAN MAKE USE OF THE HEREFORD DISTRIBUTION PLATFORM WHICH INCLUDES:

Corporate Benefit Solutions

Inclusive of servicing and administrative functions

Medical Aid Sales

and servicing assistance

Short Term-Services

Succession Planning

The Independent Associate may wish to pace their business into the Hereford Structure at a certain point in their business cycle. This is facilitated through company structures.
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