🤝 Interested in Partnering with Us?
We work exclusively with experienced and qualified financial advisers who are committed to delivering exceptional investment strategies and long-term value to their clients.
If you manage investment portfolios and are looking to partner with a modern, technology-driven platform, we’d be delighted to hear from you.
We provide our advisers with:
Seamless access to a robust investment platform
Transparent and cost-efficient products
Full digital account management for clients
Fast execution and dedicated support at every step
🌐 How to Apply
To become an authorised adviser, you must either:
Contact our sales team directly, or
Apply through an authorised Wealth Management Institution (WMI)
The application process includes:
Referral Agreement Application: You'll be asked to complete a short form and submit the necessary CDD (Customer Due Diligence) documentation for compliance review.
Compliance Review: Our compliance team will assess your application in line with regulatory standards and internal policies.
Onboarding: If accepted, you’ll be contacted by our IFA Onboarding Team 🚀, who will provide a full introduction to our platform, advisor tools, best practices, and how to get started with your clients.
📩 Get in touch with us to ask any questions and learn more about the process.