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Arranging a reservation in our plans / plan options
We operate with a robust process for agreeing, confirming, managing and fulfilling reservations with professional adviser firms. It is important that professional adviser firms who wish to arrange reservations in our plans / plan options for their clients are aware of, understand and agree to our reservation process – this is a requirement under our ‘Professional Adviser terms of business’.
To access and submit a reservation request form please CLICK HERE
Our business development and operations team are available to assist with the reservations process at any point, if helpful.
A member of our business development and / or operations team will aim to make contact in response to all reservation requests promptly, to discuss requests in more detail and to agree and confirm reservations.