Welcome to
Investec for Advisers


Our platform has been created to enable you to do business with us online, giving you instant access to your clients' investments and digitising our application and on-boarding process.

Investec for Advisers allows you to submit, sign and track your clients' applications online, as well as administering your clients' existing and maturing products.

If you haven't yet signed up to Investec For Advisers

It takes less than 15 minutes to register. You'll need your firm's FCA number and Companies House number to hand.

To begin your registration, click on one of the following options:

Register as a Principal Firm or a Network (applicable if you will have other firms operating under your terms of business)

Register

Register as an Adviser Firm (applicable if you are an Adviser Firm (not part of a Network), an Appointed Representative of a Principal Firm, a member of a Network, or a single-adviser Firm)

Register

Register as an individual Adviser (only applicable if you are an individual Adviser whose Adviser Firm has already registered on Investec For Advisers)

Register
If you need any help, our Quick Start Guide is available to download here

Alternatively you can call us on +44 (0)20 7597 4045