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    Individual broker sign-up

    This form is for individual brokers whose brokerage has already signed up with Simply. Once your company is onboarded, each broker completes their own sign-up so they can get access to the advisor portal and start selling.

    1. Company signed up

    Your brokerage has completed its onboarding with Simply.

    2. Complete the form

    Fill in your personal and FSP details and upload the requested documents.

    3. We review

    Our team checks your details and contacts you if anything else is needed.

    4. Start selling

    You receive your advisor portal login and can start quoting straight away.

    Open sign-up form