Once you have completed the form, we will do some background checks and will be in touch once they are complete.
By default, all users that are set up against your broker company will be able to see all clients created within the same company. If you require a more restrictive set up, please contact the Affordability Passport Onboarding Team or call 0345 112 8500 and we will be able to assist with this.
Please note, if your firm is not FCA registered then we will be unable to process your registration request.
View our Privacy Policy for details on use and storage of your personal data.
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