For financial advisers only

Take efficiency to new heights and submit Regular Savings Plan and Oracle applications online

Get started

Benefits of using the
online applications system

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.

Coming soon to
RL360 online applications

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

Preparing for the
new application process

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.

Online application tutorial

View the online application process

Save time and avoid re-keying, complete the application online and download pre-populated PDF application forms to sign.

Offline application tutorial

View the online application process

Fill in our offline PDF application form first. Then re-key the information into the online application system.

Online step 1 - Complete the online application

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

Online step 3a - Client payment capture method

Client payment capture method

Online application Change preference

1

Complete the online application

2

Payment method Change payment method

Online step 3b - Client payment capture method

Client payment capture method

Online application Change preference

1

Complete the online application

2

Payment method Change payment method

Online step 3c - Client payment capture method

Client payment capture method

  • Ask your client to visit our new payment card website
  • Client completes payment card form
  • Client receives unique reference number to pass to the adviser

Online application Change preference

1

Complete the online application

2

Payment method Change payment method

Online step 3d - Client payment capture method

Client payment capture method

  • Ask your client to visit our new payment card website
  • Client completes payment card form
  • Client receives unique reference number to pass to the adviser
  • Client sends unique reference number to the adviser

Online application Change preference

1

Complete the online application

2

Payment method Change payment method

Online step 3e - Client payment capture method

Client payment capture method

  • Ask your client to visit our new payment card website
  • Client completes payment card form
  • Client receives unique reference number to pass to the adviser
  • Client sends unique reference number to the adviser
  • Adviser adds reference to online application form

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

Online step 6 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • RL360 Beneficiary trust nomination form
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Online step 7 - Check your application and submit to RL360

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

Your complete application journey

Online application selected

1

Online application selected

You chose to start your application online which is the recommended method.

Change preference

Complete the online application

2

Complete the online application

Fill in all of the necessary form fields on the online application form.

Select a payment method

3

Select a payment method

You have chosen the client capture payment method.

Change payment method

Client payment process

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.

Add beneficiaries

5

Add beneficiaries

You have chosen to use your own trustee which is the recommended preference.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to digitally sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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.

Online step 6 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • RL360 Beneficiary trust nomination form
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Online step 7 - Check your application and submit to RL360

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

Your complete application journey

Online application selected

1

Online application selected

You choose to start your application online which is the recommended method.

Change preference

Complete the online application

2

Complete the online application

Fill in all of the necessary form fields on the online application form.

Select a payment method

3

Select a payment method

You have chosen the client capture payment method.

Change payment method

Client payment process

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.

Add beneficiaries

5

Add beneficiaries

You have chosen to use your own trustee which is the recommended preference.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to handwrite to sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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

Online step 6 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • IFGL Trust form
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Online step 7 - Check your application and submit to RL360

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

Your complete application journey

Online application selected

1

Online application selected

You choose to start your application online which is the recommended method.

Change preference

Complete the online application

2

Complete the online application

Fill in all of the necessary form fields on the online application form.

Select a payment method

3

Select a payment method

You have chosen the client capture payment method.

Change payment method

Client payment process

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.

Add beneficiaries

5

Add beneficiaries

You have chosen to apply for IFGL Trusts to be the trustee and add beneficiaries directly.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to digitally sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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.

Online step 6 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • IFGL Trust form
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Online step 7 - Check your application and submit to RL360

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

Your complete application journey

Online application selected

1

Online application selected

You choose to start your application online which is the recommended method.

Change preference

Complete the online application

2

Complete the online application

Fill in all of the necessary form fields on the online application form.

Select a payment method

3

Select a payment method

You have chosen the client capture payment method.

Change payment method

Client payment process

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.

Add beneficiaries

5

Add beneficiaries

You have chosen to apply for IFGL Trusts to be the trustee and add beneficiaries directly.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to handwrite to sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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

Online step 6 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Online step 7 - Check your application and submit to RL360

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

Your complete application journey

Online application selected

1

Online application selected

You chose to start your application online which is the recommended method.

Change preference

Complete the online application

2

Complete the online application

Fill in all of the necessary form fields on the online application form.

Select a payment method

3

Select a payment method

You have chosen the client capture payment method.

Change payment method

Client payment process

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.

Add beneficiaries

5

Add beneficiaries

You have chosen to continue without adding a beneficiary.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to digitally sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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.

Online step 6 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Online step 7 - Check your application and submit to RL360

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

Your complete application journey

Online application selected

1

Online application selected

You choose to start your application online which is the recommended method.

Change preference

Complete the online application

2

Complete the online application

Fill in all of the necessary form fields on the online application form.

Select a payment method

3

Select a payment method

You have chosen the client capture payment method.

Change payment method

Client payment process

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.

Add beneficiaries

5

Add beneficiaries

You have chosen to continue without adding a beneficiary.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to handwrite to sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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.

Online step 3 - Adviser payment capture method

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

Online step 6 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • RL360 Beneficiary trust nomination form
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Online step 7 - Check your application and submit to RL360

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

Your complete application journey

Online application selected

1

Online application selected

You chose to start your application online which is the recommended method.

Change preference

Complete the online application

2

Complete the online application

Fill in all of the necessary form fields on the online application form.

Select a payment method

3

Select a payment method

You have chosen the adviser capture payment method.

Change payment method

Adviser payment process

4

Adviser payment process

If the client is present, advisers can still type in the clients payment card details directly to the online application.

Add beneficiaries

5

Add beneficiaries

You have chosen to use your own trustee which is the recommended preference

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to digitally sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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.

Online step 6 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • RL360 Beneficiary trust nomination form
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Online step 7 - Check your application and submit to RL360

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

Your complete application journey

Online application selected

1

Online application selected

You chose to start your application online which is the recommended method.

Change preference

Complete the online application

2

Complete the online application

Fill in all of the necessary form fields on the online application form.

Select a payment method

3

Select a payment method

You have chosen the adviser capture payment method.

Change payment method

Adviser payment process

4

Adviser payment process

If the client is present, advisers can still type in the clients payment card details directly to the online application.

Add beneficiaries

5

Add beneficiaries

You have chosen to use your own trustee which is the recommended preference

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to handwrite to sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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

Online step 6 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • IFGL Trust form
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Online step 7 - Check your application and submit to RL360

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

Your complete application journey

Online application selected

1

Online application selected

You chose to start your application online which is the recommended method.

Change preference

Complete the online application

2

Complete the online application

Fill in all of the necessary form fields on the online application form.

Select a payment method

3

Select a payment method

You have chosen the adviser capture payment method.

Change payment method

Adviser payment process

4

Adviser payment process

If the client is present, advisers can still type in the clients payment card details directly to the online application.

Add beneficiaries

5

Add beneficiaries

You have chosen to apply for IFGL Trusts to be the trustee and add beneficiaries directly.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to digitally sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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.

Online step 6 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • IFGL Trust form
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Online step 7 - Check your application and submit to RL360

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

Your complete application journey

Online application selected

1

Online application selected

You chose to start your application online which is the recommended method.

Change preference

Complete the online application

2

Complete the online application

Fill in all of the necessary form fields on the online application form.

Select a payment method

3

Select a payment method

You have chosen the adviser capture payment method.

Change payment method

Adviser payment process

4

Adviser payment process

If the client is present, advisers can still type in the clients payment card details directly to the online application.

Add beneficiaries

5

Add beneficiaries

You have chosen to apply for IFGL Trusts to be the trustee and add beneficiaries directly.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to handwrite to sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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

Online step 6 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Online step 7 - Check your application and submit to RL360

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

Your complete application journey

Online application selected

1

Online application selected

You chose to start your application online which is the recommended method.

Change preference

Complete the online application

2

Complete the online application

Fill in all of the necessary form fields on the online application form.

Select a payment method

3

Select a payment method

You have chosen the adviser capture payment method.

Change payment method

Adviser payment process

4

Adviser payment process

If the client is present, advisers can still type in the clients payment card details directly to the online application.

Add beneficiaries

5

Add beneficiaries

You have chosen to continue without adding a beneficiary.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to digitally sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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.

Online step 6 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Online step 7 - Check your application and submit to RL360

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

Your complete application journey

Online application selected

1

Online application selected

You chose to start your application online which is the recommended method.

Change preference

Complete the online application

2

Complete the online application

Fill in all of the necessary form fields on the online application form.

Select a payment method

3

Select a payment method

You have chosen the adviser capture payment method.

Change payment method

Adviser payment process

4

Adviser payment process

If the client is present, advisers can still type in the clients payment card details directly to the online application.

Add beneficiaries

5

Add beneficiaries

You have chosen to continue without adding a beneficiary.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to handwrite to sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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.

Offline step 1 - First, fill out the PDF application form

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

Offline step 2 - Re-key the PDF to the online application

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

Offline step 4a - Client payment capture 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

Offline step 4b - Client payment capture 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

Offline step 4c - Client payment capture method

Client payment capture method

  • Ask your client to visit our new payment card website
  • Client completes payment card form
  • Client receives unique reference number to pass to the adviser

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

Offline step 4d - Client payment capture method

Client payment capture method

  • Ask your client to visit our new payment card website
  • Client completes payment card form
  • Client receives unique reference number to pass to the adviser
  • Client sends unique reference number to the adviser

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

Offline step 4e - Client payment capture method

Client payment capture method

  • Ask your client to visit our new payment card website
  • Client completes payment card form
  • Client receives unique reference number to pass to the adviser
  • Client sends unique reference number to the adviser
  • Adviser adds reference to online application form

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

Offline step 7 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • RL360 Beneficiary trust nomination form
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Offline step 8 - Check your application and submit to RL360

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

Your complete application journey

Offline application selected

1

Offline application selected

You chose to start your application offline.

Change preference

Complete the PDF and rekey to an online application

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.

Select a payment method

3

Select a payment method

You have chosen the client capture payment method.

Change payment method

Client payment process

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.

Add beneficiaries

5

Add beneficiaries

You have chosen to use your own trustee which is the recommended preference.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to digitally sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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.

Offline step 7 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • RL360 Beneficiary trust nomination form
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Offline step 8 - Check your application and submit to RL360

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

Your complete application journey

Offline application selected

1

Offline application selected

You chose to start your application offline.

Change preference

Complete the PDF and rekey to an online application

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.

Select a payment method

3

Select a payment method

You have chosen the client capture payment method.

Change payment method

Client payment process

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.

Add beneficiaries

5

Add beneficiaries

You have chosen to use your own trustee which is the recommended preference.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to handwrite to sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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

Offline step 7 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • IFGL Trusts Beneficiary trust nomination form
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Offline step 8 - Check your application and submit to RL360

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

Your complete application journey

Offline application selected

1

Offline application selected

You chose to start your application offline.

Change preference

Complete the PDF and rekey to an online application

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.

Select a payment method

3

Select a payment method

You have chosen the client capture payment method.

Change payment method

Client payment process

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.

Add beneficiaries

5

Add beneficiaries

You have chosen to apply for IFGL Trusts to be the trustee and add beneficiaries directly.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to digitally sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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.

Offline step 7 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • IFGL Trusts Beneficiary trust nomination form
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Offline step 8 - Check your application and submit to RL360

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

Your complete application journey

Offline application selected

1

Offline application selected

You chose to start your application offline.

Change preference

Complete the PDF and rekey to an online application

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.

Select a payment method

3

Select a payment method

You have chosen the client capture payment method.

Change payment method

Client payment process

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.

Add beneficiaries

5

Add beneficiaries

You have chosen to apply for IFGL Trusts to be the trustee and add beneficiaries directly.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to handwrite to sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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

Offline step 7 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Offline step 8 - Check your application and submit to RL360

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

Your complete application journey

Offline application selected

1

Offline application selected

You chose to start your application offline.

Change preference

Complete the PDF and rekey to an online application

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.

Select a payment method

3

Select a payment method

You have chosen the client capture payment method.

Change payment method

Client payment process

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.

Add beneficiaries

5

Add beneficiaries

You have chosen to continue without adding a beneficiary.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to digitally sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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.

Offline step 7 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Offline step 8 - Check your application and submit to RL360

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

Your complete application journey

Offline application selected

1

Offline application selected

You chose to start your application offline.

Change preference

Complete the PDF and rekey to an online application

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.

Select a payment method

3

Select a payment method

You have chosen the client capture payment method.

Change payment method

Client payment process

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.

Add beneficiaries

5

Add beneficiaries

You have chosen to continue without adding a beneficiary.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to handwrite to sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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.

Offline step 4 - Adviser payment capture method

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

Offline step 7 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • RL360 Beneficiary trust nomination form
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Offline step 8 - Check your application and submit to RL360

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

Your complete application journey

Offline application selected

1

Offline application selected

You chose to start your application offline.

Change preference

Complete the PDF and rekey to an online application

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.

Select a payment method

3

Select a payment method

You have chosen the adviser capture payment method.

Change payment method

Adviser payment process

4

Adviser payment process

If the client is present, advisers can still type in the clients payment card details directly to the online application.

Add beneficiaries

5

Add beneficiaries

You have chosen to use your own trustee which is the recommended preference.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to digitally sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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.

Offline step 7 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • RL360 Beneficiary trust nomination form
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Offline step 8 - Check your application and submit to RL360

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

Your complete application journey

Offline application selected

1

Offline application selected

You chose to start your application offline.

Change preference

Complete the PDF and rekey to an online application

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.

Select a payment method

3

Select a payment method

You have chosen the adviser capture payment method.

Change payment method

Adviser payment process

4

Adviser payment process

If the client is present, advisers can still type in the clients payment card details directly to the online application.

Add beneficiaries

5

Add beneficiaries

You have chosen to use your own trustee which is the recommended preference.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to handwrite to sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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

Offline step 7 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • IFGL Trusts Beneficiary trust nomination form
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Offline step 8 - Check your application and submit to RL360

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

Your complete application journey

Offline application selected

1

Offline application selected

You chose to start your application offline.

Change preference

Complete the PDF and rekey to an online application

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.

Select a payment method

3

Select a payment method

You have chosen the adviser capture payment method.

Change payment method

Adviser payment process

4

Adviser payment process

If the client is present, advisers can still type in the clients payment card details directly to the online application.

Add beneficiaries

5

Add beneficiaries

You have chosen to apply for IFGL Trusts to be the trustee and add beneficiaries directly.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to digitally sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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.

Offline step 7 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • IFGL Trusts Beneficiary trust nomination form
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Offline step 8 - Check your application and submit to RL360

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

Your complete application journey

Offline application selected

1

Offline application selected

You chose to start your application offline.

Change preference

Complete the PDF and rekey to an online application

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.

Select a payment method

3

Select a payment method

You have chosen the adviser capture payment method.

Change payment method

Adviser payment process

4

Adviser payment process

If the client is present, advisers can still type in the clients payment card details directly to the online application.

Add beneficiaries

5

Add beneficiaries

You have chosen to apply for IFGL Trusts to be the trustee and add beneficiaries directly.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to handwrite to sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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

Offline step 7 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Offline step 8 - Check your application and submit to RL360

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

Your complete application journey

Offline application selected

1

Offline application selected

You chose to start your application offline.

Change preference

Complete the PDF and rekey to an online application

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.

Select a payment method

3

Select a payment method

You have chosen the adviser capture payment method.

Change payment method

Adviser payment process

4

Adviser payment process

If the client is present, advisers can still type in the clients payment card details directly to the online application.

Add beneficiaries

5

Add beneficiaries

You have chosen to continue without adding a beneficiary.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to digitally sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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.

Offline step 7 - Upload all documentation

Upload all documentation

Please ensure you have all of the following documents signed and ready to upload.

  • Application form
  • Illustration and KID
  • Supporting evidence (must be suitably certified)
  • If signed digitally, the audit report is also required

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

Offline step 8 - Check your application and submit to RL360

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

Your complete application journey

Offline application selected

1

Offline application selected

You chose to start your application offline.

Change preference

Complete the PDF and rekey to an online application

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.

Select a payment method

3

Select a payment method

You have chosen the adviser capture payment method.

Change payment method

Adviser payment process

4

Adviser payment process

If the client is present, advisers can still type in the clients payment card details directly to the online application.

Add beneficiaries

5

Add beneficiaries

You have chosen to continue without adding a beneficiary.

Change beneficiary method

Signing the forms

6

Signing the forms

You have chosen to handwrite to sign the forms.

Change signature method

Upload all documentation

7

Upload all documentation

Once all documents have been signed and completed they can then be uploaded along with all other supporting evidence.

Submit your application to RL360

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.

Flexible sharing

Manage individual access easily with our flexible sharing permission, allowing sales agents and administration teams to share applications quickly and securely.

Flexible sharing

Getting started
is simple and fast

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.

Get in touch

Our team is here to support you every step of the way.

Phone
+44 (0) 1624 681 681

Email Us
websupport@rl360.com