Get Platform And Financial Adviser Appointment Form. - Legal & General

Filling out the Platform and Financial Adviser Appointment Form is essential for users looking to appoint a financial adviser and manage assets on the Cofunds Platform. This guide will provide clear instructions to help you complete the form effectively and efficiently.

Follow the steps to complete the appointment form with ease.

1. Click the ‘Get Form’ button to obtain the form and open it for completion.
2. Begin by providing bond details, including the existing bond number or the date of bond application in the designated fields marked A.
3. Input your Cofunds Client ID if applicable, ensuring you are aware of the agreement between Legal & General International and Cofunds regarding administration and custody services.
4. Nominate the financial adviser by filling in their details and selecting whether the management of assets will be on a discretionary or advisory basis as per your agreement.
5. Complete the declaration section by authorizing Legal & General International and Cofunds to perform the agreed services and indemnifying them against potential losses.
6. For each policyholder, fill out the appropriate personal information, ensuring to include full names, signatures, and dates in the fields provided.
7. If applicable, the financial adviser needs to complete their part, including obtaining the necessary authorisation code and providing their company details.
8. Finally, ensure all sections are completed correctly, review the form for accuracy, then save changes, download, print, or share the form as needed.

Complete your Platform And Financial Adviser Appointment Form online today!