Menu Search

Adviser Centre

How can we help?

  • Can legal firms have access to the online service?

    The service is only designed for financial advice firms which are regulated by the FCA. If a legal firm wants access for any reason other than for provision of financial advice, or is not regulated by the FCA, then unfortunately they will not be able to use the service.

  • Can SIPP providers have access to the online service?

    No, currently SIPP providers cannot use the service. This is the first iteration of this service and we will look to enhance it further as we go forwards. As part of this ongoing review, we will review the access given to SIPP providers.

  • Can Networks have access to the online service?

    The service is designed for ‘Financial Advice Firms’ including appointed representatives (Members) of Networks. It is normally the (Network Member) firms that provide Financial Advice not the Network itself. For the Network to use the service we would need a Letter of Authority including details of the Network.

  • Can two firms have access to the same client’s information?

    Yes, but we would need two separate Terms of Business Agreements, and two separate Letters of Authority from the client.

  • Why aren’t trust accounts shown in the online service?

    This launch represents the first iteration of the service, with various other enhancements planned for the future.

    However, information on accounts held in Trust can be obtained via the phone service.

Adviser email updates

Adviser email updates offer the quickest, easiest way to stay up to date with the latest news on our products, interest rates and other important developments affecting advice firms.

In order for us to send you adviser email updates, please provide your contact details.