For advisers - Meritum

Join us

To find out more about joining the Meritum Financial Group network and our range of adviser services, please email us.

Adviser login

For existing members of the Meritum Financial adviser network.

Adviser tools

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.

Compliance

Current issues and licensee standards

Complaint resolution

Providing advice

SoA standard templates

Advice preparation guides and sample SoAs

Research

Research overview

Market update

Training

Licensee Standards Exams

Product competency exams