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How to become an agent with Liberty SIPP

 

The first thing you need to do is register with us. To do this, please fill out our agent registration form and terms of business. Once you’ve done this, please either email a scanned copy to sales.enquiries@ebspensions.co.uk or send us the original in the post.

Once we have this, we will set you up an online account for the users that you have requested on the agency form. Log in details will be sent out to you via email.

Once you’ve received your log in details from our lovely team, you’ll be able to dive into the Liberty Portal and set up new clients.

On the top right hand side of the website you will see the tab 'Adviser Portal'. This is where you will find the Adviser Portal log in area.

You’re all done!

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