Your client will receive an email once you’ve completed an application for them. The email will outline next steps and give them an opportunity to review the online application completed on their behalf.
For security purposes, accessing the application from the email link requires confirmation of the client’s:
- date of birth, and
- email address.
To complete the application, your client will need to review the application (by downloading the linked pdf document) and provide their consent, including accepting the relevant Terms and Conditions.
If you’re applying for an account for your clients, they’ll have the choice to authorise or decline the application pending further amendments. If they decline the application, we’ll let you know and you’ll have the option to make changes to the form.
If your client prefers to sign the application form as confirmation of their acceptance, you’ll need to select the print, sign and upload option at the beginning of the application process.