ProLife Financial Services - Application Form
Hopefully, you have enjoyed our Induction Training and you are ready to take the first step on a new journey. The role of Financial Adviser is a highly responsible position of trust, diligence, and competence. We are committed to serving our clients with the highest standards, therefore we need to be sure that people who become our representatives share the same values.
Please prepare details described below before you will start filling the application, as the option to save and continue later is unavailable. You need about 10-20 minutes to complete an application form.
- You'll need to provide information to cover at least 3 last years of your employment/study and residency within this application. Any gaps longer than 1 month must be clarified in writing in Section 6.
- You’ll need to provide details of any business you own.
When completing the application form please read carefully all questions. Remember, that you must provide all required information with the best of your knowledge and with honest and reliable manners as we will process several checks and any dishonest answer might invalidate our future contract.
In particular circumstances, we may ask you to provide additional or more detailed information to clarify any indirectness. Otherwise, your application cannot be processed.
We will acknowledge receipt of your application by email.
The information you supply in this application will form the basis of your contract with ProLife Financial Services Ltd. Most of the information we ask for is prescribed by the Financial Conduct Authority (FCA).
The FCA considers the following of utmost importance for any role in financial services industry:
- Honesty, integrity, and reputation
- Competence and capability
- Financial soundness
Therefore, it is vitally important that the information you provide is 'full and frank'; we will need to verify this information to satisfy the FCA requirements.
We want you to start trading without delay. Therefore, we will rely on the information you provide rather than waiting for a final reference from your previous company. We will still need this reference, and we will obtain it as soon as we can but in most cases, you will be able to start trading once you have signed a contract and we have confirmed your start date in writing.
Therefore, it is absolutely essential that you provide accurate information. If we subsequently discover you have made a material non-disclosure we will terminate your contract. This may appear in any future references we are asked to provide, making it difficult for you to work with any other Authorised Firm.
If there is anything that may be detrimental to your application, you must tell us and explain fully. If in any doubt: ask us!
If you wish to discuss this or have any other questions, please contact us at email@example.com or call Julita Nikonowicz 07838484565.