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Name of online Adviser Service and URL
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www.abbeyforintermediaries.co.uk |
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Where do I start? |
Go to www.abbeyforintermediaries.co.uk
You will need to register on our extranet first
You are new to the website
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Log into Scottish Mutual IFA Services
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Select Register Online, complete and submit
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Enter your username and password click enter
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Your user ID and password will be posted out to you
If you are already registered
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Log in to Scottish Mutual IFA Services
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Click on "Realtime Contract Enquiry"
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You're navigated to "Contract Enquiry - Home"
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Select "Legal Framework"
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Print off, sign, date and return the Legal Framework contract
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We will contact you within 2 working days of receiving your signed contract to confirm you can begin using the service |
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Who can register for Contract Enquiry?
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Principal |
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Do we have to sign up to any legal documents? |
Yes, if you are already registered on our extranet then please go to http://www.abbeyforintermediaries.co.uk and log into Investments and Pensions where you can view the Legal Agreement |
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What information do I need when registering for Contract Enquiry?
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E number, CRM |
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What approach is taken for Security?
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We use ID & Password |
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If I need help who can I call to help me through the registration process?
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Web Helpdesk - 0845 270 1020 |
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Once I have registered how long will it be before I can start to use the services?
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We will contact you within 2 working days of receiving your signed contract to confirm you can begin using the service. |
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How can I access Contract Enquiry? |
Via your CRM (1st, Plum, Quay, Intelliflo, JCS, Positive Solutions) and / or;
Via our extranet site |
