SkipNav

Setting up an agency

To place business with us online, you’ll need to be set up as an agency. For protection, retirement and investments, you’ll need to agree to our terms of business – you’ll do this by setting up an agency with us.

For new directly authorised firms, we work with ORIGO. This gives you a streamlined application process and gives a consistent experience if you already work with other providers.

  

Contact our agency team

If you have a query, already hold terms of business with us, or are an appointed representative, you can contact our dedicated team.

Phone in a circle 0800 032 8633

(option 1) For TextDirect first dial 18001
Our lines are open 9am-5pm, Monday-Friday.

[email protected] or [email protected] (for commission enquiries)

Document behind a shield

Terms of business

Our Terms of Business Agreement is one of several documents that governs your relationship with us.

We provide a framework document which covers the general principles of the way we wish to do business with you. By submitting any business with us, you are agreeing to the terms in this document.

More on Terms of Business

Form with check mark

How we use your personal information

Information on who we are, how long we hold information, what we do with it and how we share it can be found below. Please ensure you advise anyone whose personal details you are providing where they can find this information.

Learn more on how we use your personal information and what rights you have. Here’s how we use your client’s information.