How to become self-licensed


  1. Log in to your WordPress Dashboard.
  2. On the left-hand side menu, go to Site Settings.
  3. This will open the Main menu, under that, select Self Licence.
  4. Then, update your details as necessary within the Main, Licensee, and Legals menus. Note that Legals includes FSG and privacy policy files.
  5. Click Publish at the top of the page.
  6. On the left-hand side menu, go to People.
  7. Select Edit for each person that is an adviser with an adviser profile attached.
  8. Remove the adviser profile PDF.
  9. Select Update on the right side of the page.