The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.

Appointed Representative firm details

If your firm belongs to a principal firm or network listed below, you can progress with this online registration as they have completed a master Elevate Terms of Business. If not, these Terms of Business must be signed by an additional individual who is authorised to act on behalf of your principal firm or network so we will provide the relevant Terms for you to sign.

List of principal firms or networks

  • 2 Plan Wealth Management
  • Beaufort Financial Planning
  • Quilter Financial Ltd (Previously Caerus)
  • Chamber Partnership
  • Financial Advice Network
  • Quilter Financial Services (Previously Intrinsic Financial Planning)
  • Quilter Wealth Ltd (Previously Intrinsic Wealth Ltd)
  • Lighthouse
  • Network Direct
  • On-line Partnership
  • Personal Touch
  • Sanlam (previously Tavistock) Financial Ltd
  • Sense
  • Sesame
  • Tavistock Partnership (previously Duchy)
  • Tenet Group
  • ValidPath
  • Whitechurch Network


My firm IS listed above My firm IS NOT listed above

If you need any help completing the form, please call 0345 272 6622. Call charges will vary.