Welcome to the SfE online application portal

Online Applications

An application can be made by any User, that is any person involved in any of the security accounts we offer. We suggest that the person best placed to complete the form is the lead consultant or professional because they will normally have most of the required information. The account holder with whom we are contracted will always be the Person Giving Security (PGS) regardless of who makes the application.

To make an application, you will need to create a user account or log in to your account. Once logged in, you can prepare a draft application and then submit it later when you are ready. The documents required for Know Your Customer (KYC) due diligence can be uploaded directly onto the portal by the person submitting the application. We are usually able to set up the holding facility within three working days of receiving all the required information.

If you need to send documents but are not the person who made the application you can use a secure e-mail service such as SendInc.

You will not be able to make any payments into or out of your account through our website but you will be able to log in and check the status of your applications and accounts.

A table of definitions of terms used here and elsewhere on our website can be found in our Terms of Business.