Intermediary Resources HOW TO REGISTER PRODUCT GUIDE CRITERIA GUIDE SUBMISSION GUIDE TARIFF OF CHARGES DATA CAPTURE FORM GIFTED DEPOSIT FORM DIRECT DEBIT MANDATE ACCOUNTANT’S CERTIFICATE SOLICITORS PANEL PORTFOLIO TEMPLATE CUSTOMER DECLARATION VIEW PRODUCT GUIDE (opens in a new tab) VIEW CRITERIA GUIDE (opens in a new tab) To place your case you must be a professional intermediary and registered with us. Register Alternatively you can place your case via our packager partners.