Click here to read this useful guide by PortfolioMetrix.
After you register your details with us we will communicate with you by email as follows:
Each week you will receive an update bulletin “InfoMix”. You will also receive, normally weekly, a single email on a subject of relevance to your role as adviser or provider.
For providers we will also from time to time - normally 3 or four times a year, tell you about Adviser Home initiatives or opportunities for you to partner with us.
At any time you can elect to stop receiving emails by unsubscribing.
Your data will only be shared with a third party with your specific written agreement. Our full GDPR policy is found here