Practical Guides  >  About Agency Registration

About Agency Registration

Create trading relationships with multiple Product Providers via one online application form.

Backed by Product Providers and Service Providers, the Adviserwise Agency Registration Service enables you to:

  • Complete one, secure online application which is validated and can be saved to be completed at another time, or be reused;
  • Submit the application to multiple Product Providers in one go;
  • Easily view the Terms of Business of all participating Product Providers;
  • Quickly and easily sign up to the Product Providers' Terms of Business, often electronically without the need for "wet" signatures.

Agency Registration Overview Diagram

In more detail:

  • The form will ask for the following details:
    > Firm details.
    > Applicant, Executive and Business Writer details.
    > Commission/bank details.
    > Product and Service Provider relationship details.
    > Select which providers you would like to apply and accept their Terms of Business online, if appropriate.
  • You will then receive an email detailing your application.
  • You can opt to save the application details on the service for up to 90 days, before finally submitting your application.
  • If a Service Provider relationship exists, an email is sent, informing the Service Provider that a new application requires to be verified.
  • The Service Provider clicks on the link to the website and logs in to see the relevant application details and either approves or rejects the application accordingly.
  • Once verified by the Service Provider, if applicable, the application details are passed to each selected Product Provider. (Please note that Product Providers will receive details of their applications only.)

Who is involved?

The Service Providers supporting the service can be found by following this link:

Service Providers participating in Agency Registration

 

The Product Providers supporting the service can be found by following this link:

Product Providers participating in Agency Registration

Find out more

To find out more about the service, email agency@adviserwise.com or call 0871 222 6389