Register for the Puma Portal

This portal can be used by both existing and new financial advisers connected with Puma Investments. Once you have registered, we will validate your details and provide access to the portal.

Title*

First Name*

Last Name*

Landline

Mobile

Email*

Firm Name*

FCA Number*

Firm Directly Authorised by the FCA?*

Yes No

Principal Firm Details*

Individual FCA Number*

Firm Address*

Town*

County

Postcode*

Principal Firm

Network

SJP Partner Code *

Name *

FCA Number*

Firm Address*

Town*

County

Postcode*

Contact

Title*

Forename*

Surname*

Email*

Network Bank Details

Leave the Bank Details blank if you want to use the default bank account for the Network

Tick here if the network maintains Multiple Bank accounts

If the Bank Network provided is not previously recorded, then it will be added to the Network

If the bank details provided are different to those we have on record we will review this and may get in touch with you.

Bank Name

Bank Account Name

Sort Code

Account Number

Firm Bank Details

Bank Name

Bank Account Name

Sort Code

Account Number

Which products are you interested in?

Are you authorised to make personal recommendations to retail investors?*

Yes No

For how many years has your firm been advising on investments?*

Is your investment advice independent?*

Yes No

Are there any types of investment products you will not recommend to your clients?

For how many years have you offered advice in relation to Inheritance Tax planning?*

Do you recommend any of the following? (select all that apply) *

How regularly does your firm provide training?*

Please provide more information *

Do you have an administrator(s) that you would like to be set up with access to your adviser records?*

Yes No

How may administrators would you like to add

Administrator 1

Full Name*

Email*

Administrator 2

Full Name*

Email*

Administrator 3

Full Name*

Email*

Administrator 4

Full Name*

Email*

Register Account

Register for the Puma Portal

Principal Firm

Network Bank Details

Firm Bank Details

Administrator 1

Administrator 2

Administrator 3

Administrator 4

Verify Account Email