I have plans with a Prudential FC. I'd like to change the FC as I've gotten conflicting answers to my questions. 1) How do I change the FC? 2) What areas should I look out for when considering an FC?

Hi there, just a friendly financial consultant here just helping out.

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Do you have someone in mind to handle your policies? If you do, let them know you want them to take over the policies from your current agent and they will get the paper work ready. If you don't, you can call up Prudential customer service and tell them you want to change your servicing rep and they will assign one to you.

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Keep in mind if they assign one, it is someone you may or may not know. Servicing is a very vital aspect. Alternatively, you can reach out to them and get the answers you are looking for

Or an IFA?

I think you can just clarify with them esp if you have conflicting answers. and if it is still not satisfactory, then can just talk to the company to change.

Hi,

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1. Before making the change, it’s a good idea to have a financial consultant you’d like to transfer to beforehand. Otherwise, if you approach the customer service team directly, they may reassign you to someone you don’t know. If you’re fine with that, you can proceed with customer service.

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Alternatively, the FC you’d like to transfer to can initiate the transfer process with a signed document.

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2. In my opinion, the servicing aspect is the most important.

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If you don’t currently have someone in mind and wouldn’t mind giving me the opportunity, I’d be happy to assist and take over your portfolio. Feel free to reach out to me!