Book a demo
See our online application journey in action. Book a demo for a look at the time-saving features and to discuss how it could work for your clients.
Adviser Connect
Guidance on how to use our adviser portal and online application form.
We're enhancing our digital capabilities
We’re continually modernising our digital capabilities to make your experience with us even better. As part of our modernisation work, we’ve made improvements to Adviser Connect, our dedicated adviser portal, to make everyday tasks like submitting an application form or checking valuations, simpler and more convenient.
What can you do with Adviser Connect?
- Submit new applications
- Continue and complete existing applications
- Track and manage the status of your applications up to submission
- View current and historic valuations online
- Submit deal instructions and view transaction histories
- Bulk download valuations and much more
Guide for advisers
Download our Adviser Connect user guide for more information on our online portal and how to use our online application form.
Introducing our new online application form
We've launched a new digital application form for our Premiere and Premiere Europe Accounts*, which has been designed with advisers in mind. With key features like mandatory fields, prepopulated fields and dynamic validation, we’ve simplified our application process for a faster turnaround time and error-free applications the first time round.
Key features
· Dynamic navigation and validation
· Digital signatures and ID checks
· Save and retrieve an application
· Accessible design
· Reduced application defects
· Enhanced customer experience
· Faster turnaround time for application approvals
From paper to digital
Watch our video to see what you can do with our online application form.
*The online application is currently only available to non-trust cases, but we're making more improvements this year.
Looking for more information?
Find out more about our Premiere and Premiere Europe Account and the online application journey.
Need documents or help?
Download our resources below for guidance on using Adviser Connect.