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Private conversation

A private system begins with mutual confidence.

Share only enough for an initial introductory meeting. Sensitive financial, family, health or succession information should not be submitted through this public form.

Private conversation

Request a private conversation.

Twelve individual licences are considered each year. This is not a network and your request will not be shared with other applicants or licence holders.

Areas you want your system to examine

A request creates no licence, payment obligation, advice relationship or access to investment opportunities. If mutual fit appears strong, the next steps are an introductory meeting, execution of the legal Covenant, and then a 14-day private trial. Payment is requested only after the trial. See the application privacy notice.