Adviser self registration

  • Your details
  • Contact details
  • Summary

Information

The following form will register you as an individual financial adviser with Investec, and link you with your firm once it has been set up by an authorised person from your firm. If you wish to set up your firm and register yourself at the same time, please click here.
Title
Title (Required)
First name(s)
First name(s) (Required)
Last name
Last name (Required)
Email address
Email address (Required) This will also become the adviser's login username
Confirm email address
Confirm email address (Required)
Job title
Job title (Required)

Regulator
Regulator (Required)
Firm authorisation number
Firm authorisation number (Required)
Regulator reference
Regulator reference (Required) The reference assigned to the adviser by the applicable regulator. E.g. ABC12345 for an FCA regulated adviser
Exit

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