Experience the benefits of our comprehensive online applications system designed to improve efficiency and the speed of onboarding new clients.
Efficiency
Save time & money
The fastest way to submit and onboard new applications to us.
Quality
Improve acceptance
Built-in validation checks help applications come in right, first time.
Security
Submit securely
Application and supporting documents are encrypted and sent directly to us.
Adaptability
Flexible for you
However you submit new business, our flexible system can adapt to your needs.
Transparency
Track your application
Watch your application progress and receive alerts for any outstanding requirements.
Accessibility
24/7 document access
You and your client can access policy documents online throughout the lifetime of the policy.
We're introducing a number of enhancements designed to improve the application process. Find out what's changing before the new features become available.
Payment method integration
We have added more choice to capturing your clients’ payment card details. This includes a new feature for clients to provide their payment details directly.
Coming soon
Beneficiary management
We have simplified the process to add and manage beneficiaries directly within the application.
Coming soon
IFGL Trust applications
You can now apply for an IFGL Trust directly through the online application process.
Coming soon
Choose a scenario below to see how our flexible system can adapt to your new business process. This assumes your agency has a separate administration team who check and submit the applications.
View the online application process
Save time and avoid re-keying, complete the application online and download pre-populated PDF application forms to sign.
View the online application process
Fill in our offline PDF application form first. Then re-key the information into the online application system.
Complete the online application
Simply fill out all of the required fields on our online application and at the end download the PDF application form for signing.
Online application selected Change preference
Previous
2
Step 2
Payment capture method
If paying by card there are two methods to capture card details, we can no longer accept full credit card numbers being sent to us.
Recommended
Client capture
Clients can now provide payment card details via our new secure card payments website. Designed to improve future payment collections.
Adviser capture
Where the client is present, advisers can capture card details directly. Please note no card details should be recorded or sent to us.
Online application Change preference
1
Complete the online application
Client payment capture method
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
Client payment capture method
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
Client payment capture method
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
Client payment capture method
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
Client payment capture method
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
Previous
4
Step 4
Beneficiary options
You can now add trustees and beneficiaries directly or apply for the IFGL Trust.
IFGL Trust
Apply for IFGL Trusts to be the trustee and add beneficiaries directly.
Add trustee
Add clients’ own trustees and beneficiaries directly.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
Previous
5
Step 5
Signing the forms
Download the pre-populated application form and RL360 beneficiary trust nomination form and choose how your client will sign them.
Digital signature
Using an RL360-approved digital signature service, obtain your clients signature on both documents. Then upload them to the online application.
Handwritten signature
Print out both forms and obtain your clients signature manually. Scan and upload these signed versions to the online application.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
6
Upload all documentation
1
Online application selected
You chose to start your application online which is the recommended method.
Change preference
2
Complete the online application
Fill in all of the necessary form fields on the online application form.
3
Select a payment method
You have chosen the client capture payment method.
Change payment method
4
Client payment process
Allowing the client to add their own payment details is now simple. Ask your client to visit our new payment card website.
5
Add beneficiaries
You have chosen to use your own trustee which is the recommended preference.
Change beneficiary method
6
Signing the forms
You have chosen to digitally sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
6
Upload all documentation
1
Online application selected
You choose to start your application online which is the recommended method.
Change preference
2
Complete the online application
Fill in all of the necessary form fields on the online application form.
3
Select a payment method
You have chosen the client capture payment method.
Change payment method
4
Client payment process
Allowing the client to add their own payment details is now simple. Ask your client to visit our new payment card website.
5
Add beneficiaries
You have chosen to use your own trustee which is the recommended preference.
Change beneficiary method
6
Signing the forms
You have chosen to handwrite to sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Previous
5
Step 5
Signing the forms
Download the pre-populated application form and IFGL Trusts beneficiary trust nomination form and choose how your client will sign them.
Digital signature
Using a IFGL approved digital signature service, obtain your clients signature from anywhere in the world. Ready to upload to the online applications.
Handwritten signature
Print out all necessary forms and obtain your clients signature manually, scan in signed versions ready for upload to the online applications.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
6
Upload all documentation
1
Online application selected
You choose to start your application online which is the recommended method.
Change preference
2
Complete the online application
Fill in all of the necessary form fields on the online application form.
3
Select a payment method
You have chosen the client capture payment method.
Change payment method
4
Client payment process
Allowing the client to add their own payment details is now simple. Ask your client to visit our new payment card website.
5
Add beneficiaries
You have chosen to apply for IFGL Trusts to be the trustee and add beneficiaries directly.
Change beneficiary method
6
Signing the forms
You have chosen to digitally sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
6
Upload all documentation
1
Online application selected
You choose to start your application online which is the recommended method.
Change preference
2
Complete the online application
Fill in all of the necessary form fields on the online application form.
3
Select a payment method
You have chosen the client capture payment method.
Change payment method
4
Client payment process
Allowing the client to add their own payment details is now simple. Ask your client to visit our new payment card website.
5
Add beneficiaries
You have chosen to apply for IFGL Trusts to be the trustee and add beneficiaries directly.
Change beneficiary method
6
Signing the forms
You have chosen to handwrite to sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Previous
5
Step 5
Signing the forms
Download the pre-populated application form and choose how your client will sign it.
Digital signature
Using an RL360-approved digital signature service, obtain your clients signature on both documents. Then upload them to the online application.
Handwritten signature
Print out both forms and obtain your clients signature manually. Scan and upload these signed versions to the online application.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
6
Upload all documentation
1
Online application selected
You chose to start your application online which is the recommended method.
Change preference
2
Complete the online application
Fill in all of the necessary form fields on the online application form.
3
Select a payment method
You have chosen the client capture payment method.
Change payment method
4
Client payment process
Allowing the client to add their own payment details is now simple. Ask your client to visit our new payment card website.
5
Add beneficiaries
You have chosen to continue without adding a beneficiary.
Change beneficiary method
6
Signing the forms
You have chosen to digitally sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
6
Upload all documentation
1
Online application selected
You choose to start your application online which is the recommended method.
Change preference
2
Complete the online application
Fill in all of the necessary form fields on the online application form.
3
Select a payment method
You have chosen the client capture payment method.
Change payment method
4
Client payment process
Allowing the client to add their own payment details is now simple. Ask your client to visit our new payment card website.
5
Add beneficiaries
You have chosen to continue without adding a beneficiary.
Change beneficiary method
6
Signing the forms
You have chosen to handwrite to sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Adviser payment capture method
If the client is present, advisers can still type in the clients payment card details directly to the online application.
Please note
We can no longer accept card details being sent directly to us. The use of credit card mandate forms will no longer be allowed.
To improve card collection rates, we recommend the client use the new payment card website where possible.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
Previous
4
Step 4
Beneficiary options
You can now add trustees and beneficiaries directly or apply for the IFGL Trust.
IFGL Trust
Apply for IFGL Trusts to be the trustee and add beneficiaries directly.
Add trustee
Add clients’ own trustees and beneficiaries directly.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
Previous
5
Step 5
Signing the forms
Download the pre-populated application form and RL360 beneficiary trust nomination form and choose how your client will sign them.
Digital signature
Using an RL360-approved digital signature service, obtain your clients signature on both documents. Then upload them to the online application.
Handwritten signature
Print out both forms and obtain your clients signature manually. Scan and upload these signed versions to the online application.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
6
Upload all documentation
1
Online application selected
You chose to start your application online which is the recommended method.
Change preference
2
Complete the online application
Fill in all of the necessary form fields on the online application form.
3
Select a payment method
You have chosen the adviser capture payment method.
Change payment method
4
Adviser payment process
If the client is present, advisers can still type in the clients payment card details directly to the online application.
5
Add beneficiaries
You have chosen to use your own trustee which is the recommended preference
Change beneficiary method
6
Signing the forms
You have chosen to digitally sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
6
Upload all documentation
1
Online application selected
You chose to start your application online which is the recommended method.
Change preference
2
Complete the online application
Fill in all of the necessary form fields on the online application form.
3
Select a payment method
You have chosen the adviser capture payment method.
Change payment method
4
Adviser payment process
If the client is present, advisers can still type in the clients payment card details directly to the online application.
5
Add beneficiaries
You have chosen to use your own trustee which is the recommended preference
Change beneficiary method
6
Signing the forms
You have chosen to handwrite to sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Previous
5
Step 5
Signing the forms
Download the pre-populated application form and IFGL Trusts beneficiary trust nomination form and choose how your client will sign them.
Digital signature
Using a IFGL approved digital signature service, obtain your clients signature from anywhere in the world. Ready to upload to the online applications.
Handwritten signature
Print out all necessary forms and obtain your clients signature manually, scan in signed versions ready for upload to the online applications.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
6
Upload all documentation
1
Online application selected
You chose to start your application online which is the recommended method.
Change preference
2
Complete the online application
Fill in all of the necessary form fields on the online application form.
3
Select a payment method
You have chosen the adviser capture payment method.
Change payment method
4
Adviser payment process
If the client is present, advisers can still type in the clients payment card details directly to the online application.
5
Add beneficiaries
You have chosen to apply for IFGL Trusts to be the trustee and add beneficiaries directly.
Change beneficiary method
6
Signing the forms
You have chosen to digitally sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
6
Upload all documentation
1
Online application selected
You chose to start your application online which is the recommended method.
Change preference
2
Complete the online application
Fill in all of the necessary form fields on the online application form.
3
Select a payment method
You have chosen the adviser capture payment method.
Change payment method
4
Adviser payment process
If the client is present, advisers can still type in the clients payment card details directly to the online application.
5
Add beneficiaries
You have chosen to apply for IFGL Trusts to be the trustee and add beneficiaries directly.
Change beneficiary method
6
Signing the forms
You have chosen to handwrite to sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Previous
5
Step 5
Signing the forms
Download the pre-populated application form and choose how your client will sign it.
Digital signature
Using an RL360-approved digital signature service, obtain your clients signature on both documents. Then upload them to the online application.
Handwritten signature
Print out both forms and obtain your clients signature manually. Scan and upload these signed versions to the online application.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
6
Upload all documentation
1
Online application selected
You chose to start your application online which is the recommended method.
Change preference
2
Complete the online application
Fill in all of the necessary form fields on the online application form.
3
Select a payment method
You have chosen the adviser capture payment method.
Change payment method
4
Adviser payment process
If the client is present, advisers can still type in the clients payment card details directly to the online application.
5
Add beneficiaries
You have chosen to continue without adding a beneficiary.
Change beneficiary method
6
Signing the forms
You have chosen to digitally sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Online application Change preference
1
Complete the online application
2
Payment method Change payment method
3
The process for payment
4
Add beneficiaries Change beneficiary method
5
Signing the forms Change signature method
6
Upload all documentation
1
Online application selected
You chose to start your application online which is the recommended method.
Change preference
2
Complete the online application
Fill in all of the necessary form fields on the online application form.
3
Select a payment method
You have chosen the adviser capture payment method.
Change payment method
4
Adviser payment process
If the client is present, advisers can still type in the clients payment card details directly to the online application.
5
Add beneficiaries
You have chosen to continue without adding a beneficiary.
Change beneficiary method
6
Signing the forms
You have chosen to handwrite to sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
First, fill out the PDF application form
Type in all of the required fields. Then ask your client to sign their application by either:
- Printing the application form to be signed manually, OR
- Using an RL360-approved digital signature service
Offline application selected Change preference
Re-key the PDF to the online application
Then re-key the information from the PDF into the online application system.
Offline application selected Change preference
1
Complete the PDF application form
Previous
3
Step 3
Payment capture method
If paying by card there are two methods to capture card details, we can no longer accept full credit card numbers being sent to us.
Recommended
Client capture
Clients can now provide payment card details via our new secure card payments website. Designed to improve future payment collections.
Adviser capture
Where the client is present, advisers can capture card details directly. Please note no card details should be recorded or sent to us.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
Client payment capture method
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
Client payment capture method
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
Client payment capture method
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
Client payment capture method
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
Client payment capture method
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
Previous
5
Step 5
Beneficiary options
You can now add trustees and beneficiaries directly or apply for the IFGL Trust.
IFGL Trust
Apply for IFGL Trusts to be the trustee and add beneficiaries directly.
Add trustee
Add clients’ own trustees and beneficiaries directly.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
Previous
6
Step 6
Signing the forms
If your client has not already signed the application form in step 1, they will need to do this now. Your client will also need to sign the RL360 beneficiary trust nomination form. Choose how from the options below.
Digital signature
Using an RL360-approved digital signature service, obtain your clients signature on both documents. Then upload them to the online application.
Handwritten signature
Print out both forms and obtain your clients signature manually. Scan and upload these signed versions to the online application.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
7
Upload all documentation
1
Offline application selected
You chose to start your application offline.
Change preference
2
Complete the PDF and rekey to an online application
Type in all of the required fields, ask your client to sign their application. Then re-key the information into the online application system.
3
Select a payment method
You have chosen the client capture payment method.
Change payment method
4
Client payment process
Allowing the client to add their own payment details is now simple. Ask your client to visit our new payment card website.
5
Add beneficiaries
You have chosen to use your own trustee which is the recommended preference.
Change beneficiary method
6
Signing the forms
You have chosen to digitally sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
7
Upload all documentation
1
Offline application selected
You chose to start your application offline.
Change preference
2
Complete the PDF and rekey to an online application
Type in all of the required fields, ask your client to sign their application. Then re-key the information into the online application system.
3
Select a payment method
You have chosen the client capture payment method.
Change payment method
4
Client payment process
Allowing the client to add their own payment details is now simple. Ask your client to visit our new payment card website.
5
Add beneficiaries
You have chosen to use your own trustee which is the recommended preference.
Change beneficiary method
6
Signing the forms
You have chosen to handwrite to sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Previous
6
Step 6
Signing the forms
If your client has not already signed the application form in step 1, they will need to do this now. Your client will also need to sign the IFGL Trusts beneficiary trust nomination form. Choose how from the options below.
Digital signature
Using an RL360-approved digital signature service, obtain your clients signature on both documents. Then upload them to the online application.
Handwritten signature
Print out both forms and obtain your clients signature manually. Scan and upload these signed versions to the online application.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
7
Upload all documentation
1
Offline application selected
You chose to start your application offline.
Change preference
2
Complete the PDF and rekey to an online application
Type in all of the required fields, ask your client to sign their application. Then re-key the information into the online application system.
3
Select a payment method
You have chosen the client capture payment method.
Change payment method
4
Client payment process
Allowing the client to add their own payment details is now simple. Ask your client to visit our new payment card website.
5
Add beneficiaries
You have chosen to apply for IFGL Trusts to be the trustee and add beneficiaries directly.
Change beneficiary method
6
Signing the forms
You have chosen to digitally sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
7
Upload all documentation
1
Offline application selected
You chose to start your application offline.
Change preference
2
Complete the PDF and rekey to an online application
Type in all of the required fields, ask your client to sign their application. Then re-key the information into the online application system.
3
Select a payment method
You have chosen the client capture payment method.
Change payment method
4
Client payment process
Allowing the client to add their own payment details is now simple. Ask your client to visit our new payment card website.
5
Add beneficiaries
You have chosen to apply for IFGL Trusts to be the trustee and add beneficiaries directly.
Change beneficiary method
6
Signing the forms
You have chosen to handwrite to sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Previous
6
Step 6
Signing the forms
Download the pre-populated application form and choose how your client will sign it.
Digital signature
Using an RL360-approved digital signature service, obtain your clients signature on the document. Then upload it to the online application.
Handwritten signature
Print out the form and obtain your clients signature manually. Scan and upload the signed version to the online application.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
7
Upload all documentation
1
Offline application selected
You chose to start your application offline.
Change preference
2
Complete the PDF and rekey to an online application
Type in all of the required fields, ask your client to sign their application. Then re-key the information into the online application system.
3
Select a payment method
You have chosen the client capture payment method.
Change payment method
4
Client payment process
Allowing the client to add their own payment details is now simple. Ask your client to visit our new payment card website.
5
Add beneficiaries
You have chosen to continue without adding a beneficiary.
Change beneficiary method
6
Signing the forms
You have chosen to digitally sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
7
Upload all documentation
1
Offline application selected
You chose to start your application offline.
Change preference
2
Complete the PDF and rekey to an online application
Type in all of the required fields, ask your client to sign their application. Then re-key the information into the online application system.
3
Select a payment method
You have chosen the client capture payment method.
Change payment method
4
Client payment process
Allowing the client to add their own payment details is now simple. Ask your client to visit our new payment card website.
5
Add beneficiaries
You have chosen to continue without adding a beneficiary.
Change beneficiary method
6
Signing the forms
You have chosen to handwrite to sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Adviser payment capture method
If the client is present, advisers can still type in the clients payment card details directly to the online application.
Please note
We can no longer accept card details being sent directly to us. The use of credit card mandate forms will no longer be allowed.
To improve card collection rates, we recommend the client use the new payment card website where possible.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
Previous
5
Step 5
Beneficiary options
You can now add trustees and beneficiaries directly or apply for the IFGL Trust.
IFGL Trust
Apply for IFGL Trusts to be the trustee and add beneficiaries directly.
Add trustee
Add clients’ own trustees and beneficiaries directly.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
Previous
6
Step 6
Signing the forms
Download the pre-populated application form and RL360 beneficiary trust nomination form and choose how your client will sign them.
Digital signature
Using an RL360-approved digital signature service, obtain your clients signature on both documents. Then upload them to the online application.
Handwritten signature
Print out both forms and obtain your clients signature manually. Scan and upload these signed versions to the online application.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
7
Upload all documentation
1
Offline application selected
You chose to start your application offline.
Change preference
2
Complete the PDF and rekey to an online application
Type in all of the required fields, ask your client to sign their application. Then re-key the information into the online application system.
3
Select a payment method
You have chosen the adviser capture payment method.
Change payment method
4
Adviser payment process
If the client is present, advisers can still type in the clients payment card details directly to the online application.
5
Add beneficiaries
You have chosen to use your own trustee which is the recommended preference.
Change beneficiary method
6
Signing the forms
You have chosen to digitally sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
7
Upload all documentation
1
Offline application selected
You chose to start your application offline.
Change preference
2
Complete the PDF and rekey to an online application
Type in all of the required fields, ask your client to sign their application. Then re-key the information into the online application system.
3
Select a payment method
You have chosen the adviser capture payment method.
Change payment method
4
Adviser payment process
If the client is present, advisers can still type in the clients payment card details directly to the online application.
5
Add beneficiaries
You have chosen to use your own trustee which is the recommended preference.
Change beneficiary method
6
Signing the forms
You have chosen to handwrite to sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Previous
6
Step 6
Signing the forms
If your client has not already signed the application form in step 1, they will need to do this now. Your client will also need to sign the IFGL Trusts beneficiary trust nomination form. Choose how from the options below.
Digital signature
Using an RL360-approved digital signature service, obtain your clients signature on both documents. Then upload them to the online application.
Handwritten signature
Print out both forms and obtain your clients signature manually. Scan and upload these signed versions to the online application.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
7
Upload all documentation
1
Offline application selected
You chose to start your application offline.
Change preference
2
Complete the PDF and rekey to an online application
Type in all of the required fields, ask your client to sign their application. Then re-key the information into the online application system.
3
Select a payment method
You have chosen the adviser capture payment method.
Change payment method
4
Adviser payment process
If the client is present, advisers can still type in the clients payment card details directly to the online application.
5
Add beneficiaries
You have chosen to apply for IFGL Trusts to be the trustee and add beneficiaries directly.
Change beneficiary method
6
Signing the forms
You have chosen to digitally sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
7
Upload all documentation
1
Offline application selected
You chose to start your application offline.
Change preference
2
Complete the PDF and rekey to an online application
Type in all of the required fields, ask your client to sign their application. Then re-key the information into the online application system.
3
Select a payment method
You have chosen the adviser capture payment method.
Change payment method
4
Adviser payment process
If the client is present, advisers can still type in the clients payment card details directly to the online application.
5
Add beneficiaries
You have chosen to apply for IFGL Trusts to be the trustee and add beneficiaries directly.
Change beneficiary method
6
Signing the forms
You have chosen to handwrite to sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Previous
6
Step 6
Signing the forms
Download the pre-populated application form and choose how your client will sign it.
Digital signature
Using an RL360-approved digital signature service, obtain your clients signature on the document. Then upload it to the online application.
Handwritten signature
Print out the form and obtain your clients signature manually. Scan and upload the signed version to the online application.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
7
Upload all documentation
1
Offline application selected
You chose to start your application offline.
Change preference
2
Complete the PDF and rekey to an online application
Type in all of the required fields, ask your client to sign their application. Then re-key the information into the online application system.
3
Select a payment method
You have chosen the adviser capture payment method.
Change payment method
4
Adviser payment process
If the client is present, advisers can still type in the clients payment card details directly to the online application.
5
Add beneficiaries
You have chosen to continue without adding a beneficiary.
Change beneficiary method
6
Signing the forms
You have chosen to digitally sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Upload all documentation
Please ensure you have all of the following documents signed and ready to upload.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
Check your application and submit to RL360
Please check the application. Once you are happy, submit the application. All the documents will be available for you to download.
Offline application selected Change preference
1
Complete the PDF application form
2
Re-key the PDF to an online application
3
Payment method Change payment method
4
The process for payment
5
Add beneficiaries Change beneficiary method
6
Signing the forms Change signature method
7
Upload all documentation
1
Offline application selected
You chose to start your application offline.
Change preference
2
Complete the PDF and rekey to an online application
Type in all of the required fields, ask your client to sign their application. Then re-key the information into the online application system.
3
Select a payment method
You have chosen the adviser capture payment method.
Change payment method
4
Adviser payment process
If the client is present, advisers can still type in the clients payment card details directly to the online application.
5
Add beneficiaries
You have chosen to continue without adding a beneficiary.
Change beneficiary method
6
Signing the forms
You have chosen to handwrite to sign the forms.
Change signature method
7
Upload all documentation
Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.
8
Submit your application to RL360
Once the application has been checked and you are happy, submit the application. All the documents will be available for you to download.
Manage individual access easily with our flexible sharing permission, allowing sales agents and administration teams to share applications quickly and securely.
It’s quick and easy to begin using our online application system. Just follow the steps below.
1
What you'll need
You will need to have terms of business with RL360 and be registered to use our Online Service Centre (OSC).
2
Permissions
Choose the appropriate access and sharing permissions.
3
Start application
Begin to create applications for your clients.
Our team is here to support you every step of the way.
Phone
+44 (0) 1624 681 681
Email Us
websupport@rl360.com