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. The platform allows you to submit, sign and track your clients' applications online, as well as administering your clients' existing and maturing products.
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, 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
Alternatively you can call us on 0207 5974045