It’s adviser business but not as you know it.

Agency Services

Our Agency Services provide two vital services for advisers and providers making it easier and quicker for them to securely complete essential processes.
Apply for Terms of Business

Why spend the time painstakingly applying for terms of business individually when you can do it with multiple providers all in one place. In just a few clicks you’ve registered with multiple providers. And the best part? It’s free for advisers.

Go to Agency Registration >

Manage your business

Save valuable time and effort when you use our Agency Administration service. You can easily manage changes to your agency set-up, request additional codes, change address, change of bank accounts and much more.

Go to Agency Administration >

Agency Services

Reducing risks and improving efficiencies

Our Agency Services are equally impressive. Both enable advisers to submit business electronically with providers removing paperwork and making the whole process more efficient. Agency Services reduce the time it takes to apply for Terms of Business and to update essential details including; change of membership, close agencies, transfers or novations and request Letters of Authority. Our Agency Registration service alone handles around 12,000 applications every year, helping to reduce delays.

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Find out more about Agency Services today.

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