Quote system and dashboard registration
This page is designed for advisers, paraplanners or administrators to register for the quote system and dashboard
Advisers will need their IRN (individual registration number) with the FCA. Paraplanners or administrators will need your FRN (firm registration number) with the FCA.
If you are unsure what these are please visit the FCA register.
If you've already received a passcode for the quote system and dashboard then please click here. If you haven't you’ll need to complete the registration form and we’ll be in touch by email with your login details.
Where possible personal company email addresses should be used (i.e. email@example.com) and not group addresses (i.e. firstname.lastname@example.org).
If you have any concerns please contact our Customer Services team on 0800 032 7689.