Your Journey

A clear route from request to onboarding.

Each stage remains grey until completed. Completed stages turn green with a tick, and your live progress is available after login.

01

Request Received

We have received your request and will be in touch shortly.

2
02

Appointed Compliance Manager

A dedicated Compliance Manager is assigned to your account.

3
03

Initial Consultation

We schedule a consultation to understand your needs.

4
04

Portfolio Review

We review your portfolio and current compliance position.

5
05

Proposal

You receive a tailored proposal based on your requirements.

6
06

Onboarding

We set everything up and welcome you to Scroll.