We're always looking to improve the online services and experiences that we offer to you, we would really appreciate your participation in this short survey to help achieve this. It should take you no longer than 2 minutes to complete.
We want to help you write compliant business and make sure you get paid the right commission. We know that most people hate the terms and conditions of agreements but ours are easy.
Our agreement is made up of:
Intermediary Terms of Business (PDF)
Terms of Commission for Independent Financial Advisors (PDF)
Appendix A - Flexible Regular Premiums (PDF)
If we change any of these documents, we'll tell you here and in writing if the changes are significant. If the Terms of Business changes, we'll tell you 10 days before and you might need to re-sign it. With most changes we'll assume you agree once we get your next application. Correspondence will be with Master account holders, so you may be advised via your network if you are an Appointed Representative.
We've updated the Terms of Commission for Independent Financial Advisors (PDF) document to show the expected delivery time of paper statements. See section 13 of the commission schedule.
If you have any problems please contact our commissions area on 0370 900 5010 or email us.
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