For existing members of the Meritum Financial adviser network.
When you join up with Meritum, you have access to adviser tools and systems to help you run your business. My Licensee has been designed to make it simple for you to access the information you need, saving you time and effort.
Current issues and licensee standards
Complaint resolution
SoA standard templates
Advice preparation guides and sample SoAs
Research overview
Market update
Licensee Standards Exams
Product competency exams