Solution introduction

Two vital services for advisers and platforms. Agency Registration enables multiple registrations to providers/platforms in just a few clicks

Agency Administration enables advisers to easily manage changes to existing agency arrangements such as; change of bank account, address and so on. And it’s all free to financial advisers

Our Agency Services provide two vital services for advisers and providers making it easier and quicker for them to securely complete essential processes.

Apply for terms of business
Why spend the time painstakingly applying for terms of business individually when you can do it with multiple providers all in one place. In just a few clicks you’ve registered with multiple providers. And the best part? It’s free for advisers.

Manage your business
Save valuable time and effort when you use our Agency Administration service. You can easily manage changes to your agency set-up, request additional codes, change address, change of bank accounts and much more.

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