The call and trust
What to expect, how to check us, and what to do if something goes wrong.
How do I check that an adviser is authorised?Step by step: use the FSCA public register to look up an adviser or firm, and compare name, FSP number, licensed product categories and representative status.How do I complain, and who do I contact first?Who to contact about a complaint, in order: SortMyCover first, then the adviser's firm, the FAIS Ombud, the NCC, the Information Regulator or the ARB.How does SortMyCover work, and how does it make money?Who runs SortMyCover, how an introduction to one adviser works, and how the service is paid a fee by advisers and not by you.What happens on the 30-minute call?How the 30-minute adviser call works in process terms: when it happens, how it is held, what the adviser tells you first, and what you can ask.What happens to my details when I ask for a call?A plain-language summary of the SortMyCover privacy notice: who is responsible, who sees your details, optional ad measurement, STOP and your rights.What should I bring to my adviser call?A checklist for the adviser call: a quiet spot, a payslip or benefits statement if you have one, policy schedules, your questions, and what not to send.