In order to introduce clients you must be a regulated financial adviser with terms of business established with TAM. To confirm your status or to set up terms of business please contact our adviser support team:
Phone: 0207 549 7650 Email: info@tamassetmanagement.com
Once terms of business are in place, just follow the straightforward account opening process below:
Complete our risk profile questionnaire and proposal request form
We aim to return your proposal within 48 hours, or earlier if it's urgent.
Review the customised pre-investment proposal with your client
Our pre-investment proposals are personalised to you and your client and outline:
Complete the simple application form
Once you have reviewed the proposal with your client and they confirm they are happy to proceed, you will find the simple application forms at the back of the proposal, along with all the details the client needs to fund their account.
Make the most of 24/7 online account access
Once the account is open and funded, we will set up the client's online access and send you the log-in details. Clients can access their online account at any time and from any device - a helpful userguide to get the most out of our innovative online platform can be downloaded here.
