Streamline your submissions with our dynamic case forms.

Our dynamic forms adapt to your specific case type, asking only the questions that matter to your request. This "right first time" approach eliminates unnecessary fields, saving you and your team valuable time while significantly reducing our internal review turnaround.

Furthermore, you can submit your data with total confidence; all information shared via our dynamic forms is handled securely. Every detail is encrypted both in transit and at rest, arriving directly and exclusively with our in-house team.

We offer two ways to submit your paraplanning case: choose our Guided tool for extra support with documentation, or our Simplified tool for a faster, direct upload.

• Guided Submission: Ideal for those who would like step-by-step assistance and a clear checklist of the documents required to complete their case.

• Simplified Submission: Designed for experienced users who have all necessary documentation ready and prefer a fast-track process.

This service is provided entirely free of charge to all our clients to help you work more effectively. To get started, simply click on the relevant service case button below.