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Capital IFA

07 March 2007
Issue: 4098 / Categories: Forum & Feedback

Our clients own the goodwill of an accountancy partnership. They have been approached by a local independent financial advisers (IFA) company to whom referrals have already been made, to formalise the business relationship and give it exclusivity. The IFA company has offered a large capital sum to our clients for their database, and in return our clients will exclusively refer their customers to the IFA.

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