Financial Advisers
The Triple Point Advancr online portal enables Financial Advisers to refer clients, to reserve Advancr Bonds on their behalf and track the performance of those investments in a matter of minutes.
The portal also enables Financial Advisers to monitor commission or fees by using the personalised dashboard.
Advisers can use the Financial Adviser Portal to:
1) Register clients
2) Reserve Advancr Bonds on a client’s behalf
3) Monitor fees and commission
4) Track investment performance
To sign up on the Financial Adviser Portal, advisers need:
1) Full name of adviser
2) Name of company
3) FCA number
4) Business address
5) Email address
6) Mobile phone number
In order to register Investors on the Financial Adviser Portal you will need the following client information:
1) Full name
2) Date of birth
3) National insurance number
4) Email address
5) Mobile phone number
6) Home addresses for the previous 12 months
