Step 1: Complete our online Intermediary Registration Form.
Step 2: Register for our Broker Online application platform.
Please note this registration is a two-part process and upon completion of both the Intermediary Registration form and the registration for Broker Online, our Business Development team will be in touch via email to confirm your full registration.
Existing Brokers who wish to add advisers:
You don’t need to complete another Intermediary Registration form, simply ask the adviser to register for Broker Online.
Upon receipt of your adviser’s Broker Online registration, the Business Development team will send an email to your principal contact to confirm whether the adviser is authorised to work under the firm’s FCA.
Once confirmation has been received, our Business Development team will be in touch with the adviser via email to confirm their registration. If this email hasn’t been received please check your spam or junk folder.
When you register with us, you will: