Our new Intermediary portal is here

We’re pleased to announce that you can now submit business to the Society using our new intermediary portal.Now that our new portal has launched, our previous portal is no longer be available for generation of ESIS, DIP or submission of new applications. Please use our new portal to submit new applications.

Our new portal provides you with an improved user experience, with a new look and feel, making it easier for you to navigate the system and submit your business to the Society. The portal comes with several improvements which we have outlined in the guide below.

If you have already registered for our new portal, you can now login and begin using it.

If you are have not registered for our new portal yet, please follow the steps below.

How to register

If you are already an existing Intermediary panel member, please complete the steps below to register:

  1. Contact your local branch, telling them that you’d like to register
  2. We’ll send you an email inviting you to register
  3. Visit the URL in your email within 7 days of receiving it and have your email address and mobile phone number to hand.

To help you, we have put together the below user guides on Registration and Logging in.

Registration Guide for our new portal

Logging guide for our new portal

Using our new portal

Our new portal can be used to submit applications, obtain a Decision in Principle, and submit Product Switches.

Please take a look at our FAQ below, which will guide you through using the new portal.