Getting your cases right, first time.

Streamline your submissions with our dynamic case forms.

To ensure your requests are processed as quickly as possible, we have introduced a new, direct submission service. 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.

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..

Submit an administration case here.
Submit a paraplanning case here.
Submit a compliance case here.