Step 2: Return your completed form and documentation to us
Send your information to the PPS Investments Client Service Centre by faxing to (021) 680 3680 or emailing email@example.com. A consultant will contact you to confirm receipt.
Step 3: Your broker code(s) will be issued within 48 hours
You'll receive an email to confirm your broker code(s) and the products you've been registered to sell. You'll be copied on all correspondence sent to your clients going forward.
Our online secure site allows you and your clients access to their investment portfolios 24/7, 365 days a year. With an online account you can view your clients' investment information, transaction summaries and contact details.
For instructions received before 14:00 on a business day (with proof of deposit and supporting documentation):