Submit a Case
Welcome to Paraflo’s case submission page. Here you can securely submit cases for us to work on as your outsourced paraplanning team. Providing complete details allows us to quickly review and prepare reports tailored to your clients’ needs.
How the Process Works
You can submit cases in two ways:
Online Form: Complete the case submission form using the link below.
Paraflo Case Submission Document: Alternatively, download and complete our submission document and send it back via email to info@paraflo.co.uk.
Once we receive your case, we will review the details and prepare a draft report for your consideration.
Turnaround Times
Case review: within 2 working days
Draft report: within a further 5 working days
Please note: the monthly retainer clients benefit from faster turnaround times compared with the pay-as-you-go service.