I'm an administrator for a financial adviser, how do I get access?

To set up an account as an administrator on the portal, we'll need an email from the FCA registered Director or Partner of your company. This email needs to confirm the names and email addresses of the individuals they wish to register.

Please send this email to support@octopusinvestments.com.

Alternatively, you can complete this form. Please note, we'll still need to reach out to the Director or Partner for confirmation.

When we receive the approval, we'll send you a registration email to create your account.