How do I get started?

5 easy steps

1. Requirements

Working with your Business Account Manager, we will document your exact requirements and begin the Platform set up process. Not sure who your Business Account Manager is? Just call us on 08085 546 546.

2. Training process

Your dedicated Platform Adoption Consultant will discuss with you, the training process, firm structure and who will be accessing and using the Platform. Your PAC is responsible for making sure you're Platform ready.

3. Sign up

Complete a sign up form with your Business Account Manager and arrange a time for Platform Adoption Consultant to start set up and training.

4. Platform Adoption Support

Your Platform Adoption Consultant will then help and guide you through the process of set up, adding and managing clients, and using the platform to maximise the benefits to your firm.

5. Ongoing support

Through our Business Account Managers, Platform Adoption Consultants and servicing team, we provide the continual support you need so that you can fully understand and can use the platform.

Platform set up documentation

Directly regulated/standalone firm

Note; if you are directly authorised or standalone but have Appointed reps within your company then a network terms of business will need to be completed by the parent/regulated company.

Firm set up terms of business

Directly regulated firm who have an arrangement with a Service Provider

Note; if you wish to be linked to your service provider they must be already set up on the platform under the service provider terms of business.

Firm set up terms of business form

Service Provider company

Service provider set up form

Network

Network terms of business form

Appointed representative of a network

Note; if you are an AR of a directly authorised firm then a network form will need to be completed by the parent/regulated company and set up on platform.

Appointed representative of a network form

Trading styles

Adviser firm trading style terms of business

Platform set up quick view

Trading Style of firm	Terms of business required
Directly regulated/standalone firm	Firm Set up terms of business form. Note; if you are directly authorised or standalone but have Appointed reps within your company then a network terms of business will need to be completed by the parent/regulated company.
Directly regulated firm who have an arrangement with a Service Provider	Firm Set up terms of business form. Note; if you wish to be linked to your service provider they must be already set up on the platform under the service provider terms of business.
Service Provider company	Service provider set up form.
Network	Network terms of business form
Appointed representative of a network	Appointed representative of a network form. Note; if you are an AR of a directly authorised firm then a network form will need to be completed by the parent/regulated company and set up on platform.
Appointed representative of Openwork	Openwork terms of business set up terms of business
Appointed representative of Openwork	Adviser firm trading style terms of business