InvestmentsBooked
Talk to us Apply to join
Adviser applications

Apply to join InvestmentsBooked

Tell us about your firm and the clients you want. We check your FRN on the FCA register, and we reply within one working day to talk it through.

£500 per qualified showNo subscriptionNo-shows credited back
1

About you

2

Your firm

We work only with FCA-authorised firms giving independent advice.

6 or 7 digits, so we can check your firm on the register. If you're an appointed representative, use your firm's own FRN; we check your principal too. Find it on the FCA register.
3

The clients you want

Tick everything that applies. You can change these later.

Pension sizes
Advice areas
How you meet clients
Where you take appointments
Defined benefit transfers

Defined benefit transfer seekers are excluded by default. A separate DB transfer stream is available only to firms whose pension transfer permission we have verified, by arrangement. People who hold a DB pension but aren't transferring are included.

4

Anything else

Where do new clients come from today? (optional)

We'll use these details to assess your application and contact you about InvestmentsBooked. We won't share them with anyone else. See our privacy notice.