Mortgage forms

New firm registration

Complete this form once.

Download

New adviser registration

Complete one per adviser.

Download

Change your payment route to PMS

Find instructions on how to register with different lenders.

Download our guide

Protection forms

To learn more about our Protection options, click here. Please note, our Apex option is only available to established members.

Register for Solo

Our single-tie option from Aviva.

Download

Register for Flex

Gives you access to four providers, plus one of your choice.

Download

Register for Zenith

Access a wide variety of protection insurers.

Download

NEED AN FCA NUMBER?

We can help with Direct Authorisation

Speak to one of our Bankhall colleagues about the relative merits and risks associated with choosing this business model.

Richard Goppy

Richard Goppy

Director of Acquisitions & Key Accounts

Andrew Staines

Andy Staines

New Business Consultant

Claire Palfreeman

Clare Palfreeman

New Business Consultant

Carly Gibb

Carly Gibb

Protection & GI Recruitment Specialist

Find out more

Submitting your documents

If you're making a mortgage-only or joint mortgage/protection application, please submit your forms to info@trustpms.com.

If you are making a protection-only application, please submit your forms to protection@trustpms.com.

We'll be in touch shortly after receiving your documents.

Thanks for choosing PMS Mortgage Club!

And if you have any follow-up questions in the meantime, give us a call or drop us an email.