Financial Adviser - Invest now
 

Invest now

Investing with Prudential is quick and easy. Use our tools to help determine the best unit trusts to meet your objectives and then complete an online application form. If you need help with any part of this process, contact our Client Services Team and we will gladly assist you - 0860 105 774

01

Applying for a new contract with Prudential

Forms required to invest with Prudential:

If you are applying for a new contract with us on behalf of yourself and your brokerage house

BROKER HOUSE AGREEMENT FORM

If your brokerage house already has a contract with us and you would like register yourself to sell our products

BROKER HOUSE REPRESENTATION FORM

If you are currently registered with us and would like to change the brokerage house that you represent

CHANGE IN BROKER HOUSE, IFA OR ASSISTANT DETAILS FORM

Once your contract has been approved, one of our Business Development Managers (BDMs) will contact you to personally welcome you to Prudential.

Servicing Model:

Depending on the size and scope of your business, we’ll allocate you servicing model that best suits your business needs. This will either be in the form of a dedicated Business Development Manager or our highly-trained Client Service Team.

Online Support:

Once registered, we will issue you with a secure account login where you will be able to view and manage your clients’ investments online. This includes being able to view your clients' account information, download statements, tax certificates and fee reports. You will also be able to access a range of tools and investment insights to help you when advising your clients.

02

Remuneration

There are three fees which we pay:

  • Initial fees
  • Ongoing fees
  • Annual standard adviser fees

How are the fees paid?

Initial and ongoing fees are negotiated between you and your clients. Initial fees are deducted from your clients’ investments before units are purchased. We redeem units from your clients’ investments each month to pay ongoing fees. Annual standard adviser fees are paid directly from Prudential’s annual management fee which are included in the fund’s Total Expense Ratio (TER).

When will we pay you?

Local fees are accrued from the 26th of the previous month to the 25th of the current month and paid to you on the 27th. Offshore fees are accrued from the 1st of January to the 30th of June and from the 1st of July to 31st of December. Offshore payments are made biannually in mid-July and mid-January. 

What are the minimum fee payment amounts?

The minimum payment amount for local fees is R300 and £50 for offshore fees. If the fees accrued is less than the minimum payment amount, the amount will carry over to the next payment cycle and paid once it reaches the applicable minimum.

03

Complete an application form

WHO DO YOU REPRESENT?