Online Agency Setup
It's now really easy for adviser firms based in the UK Mainland to sign up for a Prudential Agency by completing the online application form, available at the Agency Registration service on Adviserwise.com.
Agency Registration is an online service where directly authorised Intermediary Firms, whether they are a sole trader or a large limited liability Intermediary Firm, can apply for agency registration, with multiple Product Providers, via one electronic application.
There are a number of benefits to using the service:
- Complete one online application form, which will be validated for errors and can be saved.
- Choose the type of agency structure that you suits your business set up.
- Select a number of participating Product Providers to which you can electronically submit the application in one single step.
- Access the Terms of Business of all participating Product Providers to view them at any time.
So, sign up online by going to www.adviserwise.com/agency and completing the application form.
If you want to view Prudential's Terms of Business, you can do so below.
Find out more and view the participating Product Providers and Service Providers
Please note that the Agency Registration service on Adviserwise.com cannot currently be used for applications to sell PruProtect business or Non-UK adviser firms.
To register your business to sell PruProtect, please go to Registering to Sell PruProtect.
For Advisers outside the UK please use this page to register your business.
Need Help?
For help using the service, or if you experience any issues, you can call the Adviserwise helpdesk on 0871 222 6389 or email agency@adviserwise.com.
Alternatively, if you have any questions once you have submitted your application, please call us on our freephone number, 0808 234 0808, between 8.30am and 6pm Monday to Friday. Calls may be recorded to improve service.
What happens next?
We aim to set up your agency within 10 working days, and we will send confirmation. We'll contact you in the meantime if we need any further information to process your application.
Terms of Business
The first three documents below combined make up your Terms of Business with us.
Please note, if you are a member of a Service Provider or a Multi-tie, the Service Provider addendum also applies.
Commonly Used Literature
