Overview

Here you will find a series of How to Guides. These outline how you can:

  • Register
  • Complete your profile
  • Request new contracts

If you are an advisor, please follow the Advisor How to Guides

If you are responsible for a corporation, then refer to the Corporation How to Guides

Advisor Profile Set Up

Advisor Requesting a Contract With a Corporation

Advisor Requesting Either an AGA or MGA Contract

 

Corporate Profile Set Up

Corporation Requesting Either an AGA or MGA Contract     

Corporate Documents