Do you as a Financial Advisor know?
      What is APE?   Why APE?  

Clients often surrender policies that
could be traded for a higher value.

  • You can unlock additional value
  • Provide liquidity
  • Earn fees on trades with full disclosure


     

A.P.E. is an Automated Policy Evaluator.

  • It is a software application on your own desktop maintaining client confidentiality
  • It identifies tradable policies
  • Assists with appropriate advice
  • Free to registered Financial Advisors


    Simple - yet incredibly efficient!

 

Ape has been designed to enhance the
Financial intermediary's value added service.

Benefits

  • Compliant - Proof of Evaluation
  • Assist clients effortlessly
  • Fast
  • Free
Over 1000 Financial Advisors already registered!

Amalgamated Traded Policy Services (Pty) Ltd.
is a juristic representative of
Dale Financial Planning (Pty) Ltd.,
an Authorised Financial Services Provider.
     

Download APE
Reap the benefits right now! After all, its free!
 

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