Trustee registration form

New business journey in five simple steps:

1. Registering

The Scheme registers for the Prudential Guaranteed Income Plan.

2. Quote

The adviser logs in to Online Services, creates quotes and discusses options with their client (the Member).

3. Recommend

The adviser logs in to Online Services, selects the chosen quote and recommends it to the Scheme.

4. Accept & Apply

The Scheme is notified via email that an adviser has recommended a quote. The Scheme logs in to the Trustee Portal, selects the recommended quote, checks it and then accepts/applies.

5. Final Quote

The Scheme transfers the funds. The Final Quote is then produced and the case is put into payment.

Register your scheme for the Prudential Guaranteed Income Plan

This form will guide you through the registration process. Please complete all sections accurately and to the best of your knowledge.

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.