more2life's dedicated site for UK financial advisers only - if you're a customer please go to our customer page. 

This website is intended for financial advisers only and has not been approved for non financial advisers.

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06.20

Creating a KFI on fastpath demo

This brief demo shows you how to create and amend a KFI in fastpath, our market-leading portal.
This brief demo shows you how to create and amend a KFI in fastpath, our market-leading portal, so that you know exactly how to process your client's cases.
View now Return to Learning Lab

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06.20

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Navigating fastpath demo

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Take a client from KFI all the way to completion without filling in any paperwork. This together with automated, digital processes means you spend less time doing paperwork, and more time growing your business.

 
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This website is intended for intermediaries only and has not been approved for customer use. more2life Limited. Registered in England No 5390268. Registered Office: Baines House, 4 Midgery Court, Fulwood, Preston PR2 9ZH. more2life is authorised and regulated by the Financial Conduct Authority.