Regulated framework
Adviser Platform provides a regulated insurance distribution framework for selected professional relationships.
European and international adviser partnerships
Regulated insurance distribution support for internationally mobile clients.
Adviser Platform Lda is a Portuguese insurance intermediary authorised and supervised by the Autoridade de Supervisão de Seguros e Fundos de Pensões. The firm operates as a Corretor de Seguros and supports European and international adviser partnerships where regulated insurance distribution is required.
About Adviser Platform
Adviser Platform works primarily with professional advisers, introducers, wealth managers, family offices and specialist firms whose clients require insurance-based planning solutions across jurisdictions.
The site is intended for professional and selected counterparty use. It is not designed as a mass-market consumer platform.
Cross-border focus
The firm supports professional relationships involving internationally mobile clients, residency changes and multi-jurisdictional planning considerations.
Professional relationships
Adviser, introducer and partner arrangements are structured with clear roles, documentation and oversight.
What we do
Adviser Platform supports appropriate insurance distribution activity and related professional coordination for internationally mobile clients.
Insurance distribution
Adviser Platform distributes insurance products where authorised and permitted to do so. This may include life assurance, investment-linked insurance contracts, pension-related insurance arrangements and other insurance-based solutions, depending on the client’s circumstances, jurisdiction and product availability.
Adviser and introducer support
The firm supports selected professional relationships by providing a regulated insurance distribution framework, product access, documentation support and process oversight.
Cross-border coordination
Many clients have connections with more than one country. Adviser Platform helps advisers coordinate insurance-based planning where jurisdiction, residency, portability and regulatory permissions need to be considered carefully.
Partner arrangements
Where appropriate, Adviser Platform may work with selected professional firms. Each relationship is subject to due diligence, written terms, role clarity and ongoing oversight. Partner firms do not act for Adviser Platform unless expressly appointed and disclosed.
European and international adviser partnerships
Adviser Platform supports professional advisers with international client bases, including advisers with UK professional backgrounds who continue to serve clients living, retiring or investing across Europe and other jurisdictions.
These partnerships are designed to provide structure, regulatory clarity and continuity where clients require insurance-based planning and cross-border coordination. Each professional relationship is assessed according to role, jurisdiction, permissions and client need.
For internationally focused advisers
Adviser Platform works with advisers who require a compliant insurance distribution framework for clients with cross-border circumstances.
For UK-trained professionals
The firm is familiar with advisers whose training, qualifications or professional experience were developed in the UK market, while recognising that activity must be assessed by current jurisdiction and permissions.
For selected partnerships
Partner and adviser relationships are structured to identify who is responsible for advice, introductions, administration, regulated insurance distribution and ongoing client communication.
Working with Adviser Platform
Professional relationships are considered on a selective basis. Before working with any adviser, introducer or partner, Adviser Platform may require information about the firm, its regulatory status, ownership, professional qualifications, client base, target jurisdictions and proposed activities.
Our objective is to support appropriate client outcomes while maintaining clear regulatory responsibility, robust documentation and transparent roles between all parties.
Some adviser and partner pages are provided only to explain specific professional relationships. They are not intended as general consumer advertising or as confirmation that any named partner is authorised to carry out insurance distribution.
Where insurance distribution is required, regulated activity is carried out by Adviser Platform Lda, or by another appropriately authorised entity, unless expressly stated otherwise.
Regulatory information
Adviser Platform provides services only where it is authorised, passported, registered or otherwise legally permitted to act. Product availability, regulatory protections and client rights may vary by jurisdiction.
Portuguese authorisation
Adviser Platform Lda was incorporated in Portugal in 1988, NIPC 502059176, with share capital of EUR 50,000. The firm is regulated by the Autoridade de Supervisão de Seguros e Fundos de Pensões in Portugal, registration number 607124296.
United Kingdom status
Adviser Platform Lda is listed on the United Kingdom Financial Conduct Authority register under firm reference number 825539. The firm is in the UK’s financial services contracts regime for EEA-based firms that previously passported into the UK. Further details are set out in the footer of this page.
Scope of services
Adviser Platform supports insurance distribution and related professional relationships across permitted jurisdictions, including within the European Economic Area where applicable. UK-related activity is subject to the firm’s FCA register status and the limitations of the Financial Services Contracts Regime.
Important limitations
Adviser Platform does not provide tax, legal or investment advice unless expressly agreed through an appropriately authorised or qualified person. Insurance contracts are issued by authorised insurance undertakings.
Risk notice
Past performance is not a guide to future performance. The value of investments linked to insurance contracts may fall as well as rise. Clients may receive back less than they invest. Tax treatment depends on individual circumstances and may change.
Abana Group
Adviser Platform Lda is part of the Abana Group. Abana Ltd is a UK company and owns the group’s brands and domain portfolio. Regulated insurance distribution is carried out by Adviser Platform Lda where authorised or otherwise permitted.
Complaints and legal information
Complaints may be submitted directly to Adviser Platform Lda using the contact details on this website. As a Portuguese company, complaints may also be submitted through the Livro de Reclamações Electrónico.
Legal notices, regulatory information, privacy information and corporate documents are available from the legal information section of this website.
Contact
Professional advisers and selected counterparties may contact Adviser Platform using the details below.
Please do not send sensitive personal, medical or financial information by ordinary email unless requested by Adviser Platform through an appropriate secure process.
Professional enquiries
- Telephone: +351 308 80 33 43
- Email: enquiries@adviserplatform.com
Registered office
Adviser Platform Lda
Avenida Mendes Silva 15
3030-193 Coimbra
Portugal