Register

Step 1 - Register for our Professional Adviser Panel
Step 2 - Register to place business online

Step 1 - Register for our Professional Adviser Panel

Register online to join our panel or, once you've received your security token, register to start placing all your business online.

If you’ve not already joined the Intelligent Finance Adviser Panel, why wait?

How many reasons do you need?

• Our new registration process is quick and easy – you can register and place business the same day.
• We’re focused on providing great products for your clients and a 5 star service for you.
• Our team of Business Development Managers across the UK give you help and support.
• A dedicated Sales Support team is always on hand to deal with any queries you may have.
• Place your clients’ case online, complete the verification checks and even print off the application form for them to sign and return straight away.

If you’ve any questions on joining our panel, email $IF-Adviser Liaison Commissions.

If your company relates to one of the categories below, please don't proceed any further with the online registration. Instead please call our Adviser Liaison Team on 0845 601 8551. They will be able to support you in joining the Intelligent Finance Professional Adviser panel.

• Trading Styles – If you wish to use a different company name from the company named under the Principal FSA number
• If the FSA number used to place business is a Principal FSA number and not an individual company (Appointed Rep) FSA number

Step 2 - Register to place business online

Once you’ve received your security token you will be able to register to place business online by creating your own unique log-in details.

If you’ve already joined our panel and would like to register to place business online simply call 0845 601 8551 and a security token will be emailed to you. Once you have your token you can

You will require these details each time you log in.

• User name - your user name should be 6 characters long; this can be a mixture of letters and numbers.
• Password - your password should be 6 characters long; this MUST have a mixture of letters and numbers.
• Security Questions - you will be asked 4 security questions, for which the answers should be personal to yourself.

When entering any details please remember your answers are case sensitive.

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