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Firm

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We verify your FRN against the FCA Register and set billing from the number of registered individuals.

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I confirm that I am authorised to accept on behalf of the firm, and I accept the Licence Agreement and Data Processing Agreement (version 2026-06-23), including the per-adviser licensing obligation at clause 3, the Due Diligence Document, and the Privacy Notice.

Per-adviser licensing: all advisers at your firm must be registered as users. We verify adviser counts against the FCA Financial Services Register periodically and may adjust your subscription accordingly — see clause 3.7 of the Licence Agreement.

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