Registering for our secure online services provides you with a personalised service. Adviserzone remembers you so you can:
- Set up favourites for funds or literature for quicker access to what you need
- Track trade requests
- Recall quotes created in the last 30 days (90 for AMPP and SIPP)
- Get immediate access to your client records to manage their enquiries
- Reuse the client data you've saved to reduce errors and save time
- Research access to technical product and investment information
What services are available
To make it easy to deal with us, our Service Directory will guide you to the appropriate area where we can meet your request. Where we have online services, you will be able to link directly to that service if you're already logged in.
Online services summary:
- Quote - for new clients and top-ups to existing clients
- Apply - online new business for new clients and top-ups to existing clients
- Trading - including buy, sell and switch between funds and DIMs
- Alterations - amending client records such as change of address
- View - including transaction history, payment history and current valuations (IMV, Surrender Value)
- Bulk data download - ability to download client data for you to interrogate at your convenience, for example to target a client mailing
- Adviser remuneration - view adviser charge payments and commission made to your agency
- Tools and calculators - to support your business and client service
- Techzone - expert support, qualified in pensions, taxation, trusts and wealth transfer
Use our Service Directory for more details on the services by product
Register now
You can register online for our secure online services. We also support Unipass certification.
If you need help registering, please call our helpdesk on 0345 60 60 036.
The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.
