STEP 1

Complete the online form. Add your personal details, and details of any policies and investments you have.

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STEP 2

Print out your personalised application letter authorising us to start your application, sign and post it to us. If you prefer, we will send your application letter to you in the post.

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STEP 3

We will contact your policy provider/s on your behalf and find out how much commission is payable, and when you can expect to receive it. We will keep you informed as your application progresses.

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STEP 4

We will pay 80% of the commission on your policies back to you, less our fees of 20%, every year for the entire term of the policy. You may wish to donate part or all of this to charity. For more information, see our FAQ’s or call us on 0871 789 2000.

Our office is staffed from 09:30 until 17:30 between Monday and Friday each week, outside of these hours you will be asked to leave a message, which we will respond to at the earliest opportunity.

Calls to our telephone number cost 8.51 pence per minute, plus VAT at the prevailing rate, from a BT landline, charges may vary with other network providers, and calls from mobile operators will be considerably more.

The "How It Works" Steps are simplified for example purposes. In certain cases we will require further information or documentation from you to proceed and progress with your requirements.