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Training and guides

Our platform user experience has been developed not only to be RDR ready but to be intuitive and simple to use – we want to provide you with the very best platform experience.

To show just how easy it is to use the RDR enhanced platform, we’ve produced a series of user guides covering:

  • new business
  • switching, and
  • managing fees and charges.

Click-by-click user guides

Our improved user experience should make each process as intuitive as possible, but to make sure you don’t get caught at any step, our masterclass videos are further supported by a comprehensive range of click-by-click user guides. These will guide you through each step in each process, for every product.

Financial Adviser Verification