Guardian FS introduces online self-service registration for advisers

Avoids paperwork with two-step process

clock • 2 min read

Guardian Financial Services is launching an online service which allows advisers to register themselves with the insurer within minutes.

The paperless self-service system, designed to sidestep the traditional agency set-up process, will be available to adviser firms when Guardian opens for business next week. The two-step process allows those which are part of a national, network or service provider to register and, once the firm is confirmed, individual advisers can sign up too. SimplyBiz partners with Guardian Financial Services Firms register online by entering their reference number (FRN) and, for directly authorised firms, this generates a terms of business e-document that the principal or authorised signatory c...

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