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How do I submit a new business application?

This step-by-step summary explains how to submit a new business application for an ISA, Collective Investment Account (CIA) or Collective Investment Bond (CIB).

Date: 26 October 2022

What you’ll need to get started

  • Ability to place new business under the correct adviser (correct user access)
  • Full client detail including National Insurance number if client has not been fully set up
  • An illustration needs to be produced before the application is submitted to ensure appropriate pre-sale disclosure
  • Fee agreement (if fee is being placed)

Watch time: 6 minutes

How do I

Setting up multiple products for your client?

You can now include multiple products in new business applications and quotes, making it a quicker and more efficient process for new and existing clients looking to take out multiple products. Additional benefits include easy replication of fund selections and one consolidated fee form!

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