Financial Adviser Registration Form
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1. Tell us about yourself...
Mr
Mrs
Ms
Miss
Forename
Surname
Company name
Company address
Telephone
Fax
Mobile
Email
FSA number
2. Occupation
Your current role
Independent Financial
Adviser
Appointed
Representative
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Your type of business
Select as many as you like
Mortgages
Unit Trusts / OEICs
Equity Release
Investment Bonds
Protection
Trust Planning
ISAs
Pensions
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Product providers you use
Select as many as you like
Abbey
New Life Mortgages
Aegon Scottish Equitable
Northern Rock
AIG Life
Norwich Union
AXA
Partnership Assurance
Bridgewater
Premier Portfolio Managers
Bright Grey
Principal Investment Managers
BUPA
Prudential
Canada Life
Royal Liver
Clerical Medical
Royal London
Cofunds
Royal Skandia
Fidelity
Scottish Life
Friends Provident
Scottish Provident
Hartford Life
Scottish Widows
Just Retirement
Selestia
Keydata
Skandia
Legal & General
Standard Life
Lutine Assurance
Sterling Assurance
National Counties
Zurich
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Top 5 most popular
Select only five
Abbey
New Life Mortgages
Aegon Scottish Equitable
Northern Rock
AIG Life
Norwich Union
AXA
Partnership Assurance
Bridgewater
Premier Portfolio Managers
Bright Grey
Principal Investment Managers
BUPA
Prudential
Canada Life
Royal Liver
Clerical Medical
Royal London
Cofunds
Royal Skandia
Fidelity
Scottish Life
Friends Provident
Scottish Provident
Hartford Life
Scottish Widows
Just Retirement
Selestia
Keydata
Skandia
Legal & General
Standard Life
Lutine Assurance
Sterling Assurance
National Counties
Zurich
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How did you hear about busyIFA
Select one option from drop down menu
Google
Financial Adviser
Investment Adviser
Money Marketing
Product Provider
Recommendation
Other
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What support staff do you currently have
Administrator
Compliance Officer
Paraplanner
None
Office Manager
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Why do you want to join busyIFA
Select as many as you like
Not very computer literate
Do not understand research tools
Take too long writing client reports
Would like more time to see clients
Do not have any current support
Free up more time for my paraplanner
It is a unique offering!
Thank you for applying to be part of the team at busyIFA. We will be in touch to let you know if you application has been successful.
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