Change of agency request
Before getting started, here's some things to know
You'll need the adviser's and firm's details
We'll ask for the new adviser's details including their FCA number and Origo agency code.
You'll need the policy holder's details and their permission
We’ll ask you to provide information on the policy holder including their WP number. By submitting this request you confirm that you have the necessary permissions to provide their personal information. Read our Privacy Notice for more information on how we process personal data.
Tell us how you want to handle managed portfolios
You will have three choices; remove underlying investment, sell to cash, or remain invested.
All data will be processed in line with our privacy policy