We will require an email to be sent to servicecentre@soderbergpartners.com from someone who is an SMF for your firm on the FCA register, or from a Firm Admin. The email needs to include our User Request Form as an attachment. This will tell us the user’s full name, email address, telephone number and their role in the organization. This should also tell us whether the new user/s is to be a Firm Admin or whether they hold a SMF permission on the FCA register.

If the user is an Adviser, we will require confirmation of their FCA number.

For all other user types, you will need to confirm which Adviser's the user will need access to.