Before you start using our platform we need you to sign up to our Terms of Business. Please download the pack using the links.
Once you’ve read the Terms of Business document please complete the appropriate Data Requirements Form and return it to us. You can either do this by post to:
The Intermediary Service team,
8 West Marketgait,
or you can sign, scan and email it to: firstname.lastname@example.org
If your firm is already registered, you only need to complete and return the Additional Office/Registered Individual Form.
On receipt of your Acceptance Form we will verify your details and email your Firm Administrator (and Firm Owner if requested) with their Personal ID and Password. Your Firm Administrator will be responsible for setting up each user within the Firm.
If you have any questions, please email email@example.com and a member of the Intermediary Service team will deal with your enquiry as quickly as possible.