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Register a Firm

Managed Direct

The Firm confirms that should it offer the Managed Direct service that the Firm will provide all using this service with full support, information and guidance in relation to the service in return for the servicing fee the Firm charges clients for the provision and support of the Managed Direct service.

The firm also confirms it will remain at hand to provide advice to any Managed Direct clients at any point required by the clients and in any event at the point of taking benefits from the Managed Direct Pension.

The Firm further confirms that it undertakes to satisfy its regulatory requirements in its disclosure of Managed Direct and the branding services provided to the Firm by Intelligent Money.

Select Network/Platform

(Tick to specify existing network)

I confirm that I accept Intelligent Money's Terms of business and I am authorised by my firm and/or network to do so.