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Use fund name, code or other filters to find the fund you need.
See how you structure conversations about protection.
Let Offset make your clients' money work harder for them.
This site is designed and intended for UK authorised and regulated financial advisers and intermediaries only.
If you are not a financial adviser or intermediary, please visit our personal site
Once you register you can start creating illustrations online.
Just read our guide (PDF 712KB).
If your client is happy with the illustration, apply for a Decision in Principle (includes a soft credit check).
Includes a full credit check. Once you have submitted an application, you can track your case online.
If your client wants to borrow over £3 million, call us on 0345 845 0110. Lines are open 8am to 6pm Monday to Friday.
Once you’ve submitted your application we’ll tell you what you need to send us.
Call us on 0345 845 0110, to submit the application over the phone
Want to make transfer of equity, porting or contract changes?
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Our useful tools and calculators can save you time and help you with your client conversations.