Intermediary Access

Please look at our website, IPF WEBQUOTE, to view the client and settlement information of our mutual portfolio.

Speak to IPF to discuss other ways of improving your income.

Documentation

The following documents can be downloaded in Adobe PDF format for your requirements.

Recipient Created Tax Invoice (RCTI)
Quotation Request
Direct Debit and Service Agreement
Loan Documentation

Benefits to Intermediaries

• Competitive rates
• Web based software program
• Software interfaces to broker system and eliminates double keying
• Incentive based
• Experienced staff
• Simple and Easy to use documentation
• Minimal documentation on renewal
• Settlements and commissions deposited straight into your bank account/s
• provides on-demand quotes and approvals

FSRA

To ensure that you comply with FSRA, we believe that you may need to disclose the following in your Financial Services Guide.

"If you require premium funding to pay for your insurances, we may refer you to Inpartnership Funding Pty Ltd (IPF) or another premium funder, who may pay [enter intermediary name] a commission or fee for that referral. As a general rule, the premium funder will pay [enter intermediary name] an amount based on [a percentage of the amount you borrow between [XX] % and [YY] %."