RL360's new application system

Generic Links

Welcome to RL360's

dedicated financial adviser website

For financial advisers only

Not to be distributed to, or relied on by, retail clients

Applications

Save time and money writing out RL360 RSP & Oracle application forms with our cross-platform app and desktop online application systems. The easy-to-use paperless system will save time and money and will provide a flexible and secure solution for both advisers and their plan owners.

Applications

Section navigation

Available now on Apple iPad

 

This latest enhancement to our overall Online Service Centre has been designed from the ground up to ensure it supports the majority of adviser operating models. So whether you're a one-man operation or work as an adviser for a multi-jurisdictional network, online applications should fit around you.

 

How will it help me?

 

SAVE TIME & MONEY

Eliminate costly couriers by submitting applications instantly online.

 

REDUCE HASSLE

Work offline, use helpful shortcuts. Capture evidence and certify directly on your device.

 

IMPROVE ACCEPTANCE

Built-in validation checks help applications come in right, first time.

 

SUBMIT SECURELY

Application and supporting documents are encrypted and sent directly to us.

 

TRACK YOUR APPLICATION

Watch your application progress. Upload any outstanding requirements.

 

24/7 DOCUMENT ACCESS

You and your client can access plan documents online throughout the lifetime of the plan.