If you are a client of My Company Name Ltd, we've made it really easy (and also very secure) for you to be able to provide us with all the information we need to advise you.
By completing our online factfind, our advisers are able to provide you with the advice that is most appropriate to your needs.
Follow these 5 steps to complete your factfind:
Register with My Company Name Ltd by clicking the "Register" link
Once you've registered, sign in with your username & password
You will see your name under "People's Data", click the "Actions" button to add your information
Click on each section and use the "+" icon to add information, use the "update button" to save your changes
Select "My Dashboard" and use the "+" button to add other people for whom you're responsible
Don't forget that My Company Name Ltd can also help you complete your data.
If you need support, please call us 12345678910