HOW TO APPLY

Retirement Account

OUR ‘QUOTE AND APPLY’ IS EASY AND STRAIGHTFORWARD

Register for Online Services

Register for Online Servicing to complete illustrations and applications. You can also access our secure tools and manage your clients' portfolios safely online.

For more support in registering for online services, see Accessing our Online Services (PDF).

Get a quick quote or illustration

Use our 'Quick Quote' option for an initial assessment of suitability. Or complete a full illustration if you have all your clients' details.  

Complete an application

Once your client is ready you can complete a full application.

Find useful 'how to guides' on our Service & Support page.

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If you’re ready to take the steps to an application.

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HOW WE CAN HELP ONLINE

Find out more about our easy to use online services.

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