Welcome to Healthy Investment for IFAs

 

This section is dedicated to working in partnership with Independent Financial Advisers.

 

You can find out more about how the ethical savings and investments from Healthy Investment can be of benefit to your clients and you.

 

All the documents you need, including Key Features, Terms and Conditions and Application Forms, can be downloaded.

 

Our online service enables you to check your commission entitlement or request information on your clients existing policies.

 

Personal illustrations for all our products are now available online.

 

To access Healthy Investment for IFAs you must be authorised and regulated by the FSA, either directly, through a recognised network or be an introducer appointed representative.

 

Register for online access

 

Before submitting new business to Healthy Investment a signed terms of business must be completed. Download our standard agreement, sign and return it and you are ready to use Healthy Investment to meet your clients savings and investment needs.

 

Set up an agency agreement