How do I register?
In order to register for your individual adviser account, you will need to be part of a firm or organisation that has an existing agency agreement.
If you are unsure as to whether or not your firm already has an existing agency agreement, please contact us.
If your firm already has an existing agency agreement with us, please refer to the ’How do I join an existing Agency’ section below.
If your firm does not have an agency agreement with us, you or another authorised person will need to complete the firm registration process. This can be accessed by clicking on the Register Firm button above.
How do I join an existing Agency?
If your firm has an existing agency agreement with us, please click on the button ‘Join Existing Agency’ button above. You will need to provide your firm's authorisation number e.g. For UK firms FCA Number and your firm’s existing agency number
If you are unsure about these details please contact us.
Your firm’s agency administrator will need to approve your request to ‘Join Existing Agency’
Please note, content and functionality will be restricted until your firm’s agency administrator has approved your request.
How do I retrieve an existing application?
If you are returning to complete an application that has already been commenced, and subsequently saved, you can retrieve this at any time by clicking on the ‘Retrieve Existing Application’ button above.