Submit your paraplanning request online
- STEP 1:
Complete the online paraplanning submission form on this page and upload your files.
- STEP 2:
You will receive an email from our paraplanning team acknowledging the receipt of your request
- STEP 3:
Following review of your submission, our paraplanners will contact you to address any questions you raise and queries we have.
- STEP 4:
Your paraplanning request will be completed by our high calibre team of paraplanners.
- STEP 5:
You will receive your advice document and any associated attachments via email within the agreed time frame.