Creating a Client Portal account with Assured Protect: Securing Your details, and your family's and businesses future
At Assured Protect, we know that confidentiality is paramount and handling your personal and company data needs to remain secret.
Emails aren't always secure, so passing your personal and business information to us needs to be processed in the most efficient and secure way
It's so easy to send us your information in a secure and easy to use environment, using our Client Portal.
Click on client portal
Create your account
Click “submit”
Select one of the advice options for your enquiry
Click “register”
You will then receive a registration code via email
Enter the code in the account creation section, and then click “confirm the code”
Log in using e-mail address and password
When logged in select “submit questionnaire”
For a professional comprehensive review complete the questionnaire document
Then click “submit”
A copy is sent to the adviser team at Assured Protect
You will also receive an e-mail as confirmation
You can now go back into the questionnaire and edit if necessary
A member of the Assured Protect adviser team will call you to discuss your options
15 steps? That seems a lot, but it really isn't!
These are the usual, standard steps that you will find on most registration and information upload pages, it's just that we have laid them out very clearly in order to help you to work with us securely and efficiently.
At any time if you have any questions you can call the office on 0808 123 1 321 or e-mail office@assuredprotect.com