Advisors Portal
⚠️ Important:
You can do steps 1-5 immediately so that you can learn the courses while compiling the other requirements.
✅ TIP: You can partially upload requirements and come back anytime. You need to scroll down and press upload for your files to be saved in our system.
✅ Tech Requirements: You need a Laptop with a working camera and microphone/ audio or an iPad/ Tablet.
Step-2:
Take the LIMRA Test
Are you applying as a unit manager? Take the personality test here: LIMRA Test
Skip this step if you're not applying for a management position.
Step-3:
Create a NEW Gmail Account
Creating a new Gmail account will help you manage your business. Separate your personal emails and transactions. You can do this immediately.
How to create an AXA Gmail account?
Watch the AXA Gmail guide creation for new advisors:
Watch the AXA Gmail guide
Watch the AXA Gmail guide
Step-4:
Pay LMS Fee (Php 650.00)
This is where you're able to access all the insurance policies, educational materials, compliance, and more. You can have access without any other requirements needed, it's recommended for an advance read.
This fee is non-refundable. You can do this immediately.
Gcash Payment
Scan the QRcode to pay via Gcash. After sending the payment, please send us a copy via email or in our group chat in messenger.
Metrobank Payment
Scan the QRcode to pay via Metrobank. After sending the payment, please send us a copy via email or in our group chat in messenger.
As soon as you're done with the payment, proceed with Step-5 and make sure to use the AXA Email address you registered in Step-3.
Step-5:
Register/ Create the LMS account
Upload your Gcash receipt and register your credentials here.
Tap or click the link here: Create LMS account
Step-6:
Submit all other Documents
1.) Valid ID (take a photo or camscanner app)
What are the valid ID types?
- Passport
- Driver's license
- Professional Regulatory Commission (PRC) ID
- Firearm's license
- Immigration I-Card
- SSS Card
- GSIS e-Card
- New Voter's ID
- Tax Identification Number
- OFW ID
- Philhealth card
- OWWA ID
- Seaman's Book
- NBI Clearance
- Police Clearance
- Photo-bearing Barangay ID/Clearance
- Senior Citizen's Card
- Government office and GOCC ID (e.g. AFP, HDMF, DepEd)
- Alien Certification of Registration (ACR)/ Immigrant Certificate of Registration (ICR)
- Photo-bearing National Council for the Welfare of Disabled persons ID/Certification (NCWDP)
- Photo-bearing DSWD ID/Certification
- Integrated Bar of the Philippines (IBP) ID
- Photo-bearing Credit Card
- Photo-bearing HMO Card
- Postal ID
2.) Corporate Photo (take a photo or camscanner app)
Sample Professional Photo requirement
Below are sample photo requirement for reference:
Male ID Example:
Female ID Example:
3.) Clear copy of TIN ID or proof of TIN Account (take a photo or camscanner app)
How do I validate my existing TIN?
- If you already have a TIN, visit https://revie.bir.gov.ph/tin-validation to validate it.
- Complete the validation process and take a screenshot of the validation confirmation.
- Submit the screenshot as required.
How do I apply for a TIN online?
If you don't have a TIN, you can create one online via orus.bir.gov.ph or visit your nearest BIR office. Follow these steps to apply online:
- Go to orus.bir.gov.ph, tap "New Registration," and choose "As an Individual."
- Under the list of TIN application requirements, click "Create an Account" at the bottom.
- Select "Taxpayer" and tap "Without Existing TIN."
- A pop-up will appear, reminding you that having two TINs is criminally liable. Click "I Agree."
- In the "User Type-Transaction" dropdown menu, choose "Get TIN for Filipino Citizen-E.O. 98/One Time Taxpayer."
- Fill out the form and click "Register" once done. Provide an active email address, as it will be your login credential for all BIR-related registration and updates. Check your inbox for the ORUS verification email (or your spam folder if not found). Once verified, log in to ORUS using your email and password.
- With your ORUS account, log in and tap "New Registration." Choose "As an Individual."
- Click "Fill Up Registration Form" and enter your information. This section has seven pages; tap "Continue" after each one. You'll need to upload a government-issued ID and a selfie holding that ID towards the end.
- Click "Continue" to review the information you've entered. If everything is correct, click "Submit Application."
- You should receive an ORUS email acknowledging receipt of your application. Once reviewed and approved, your TIN (nine digits) will be sent to your inbox within a few days.
4.) SSS Number or Proof of SSS Account (take a photo or camscanner app)
5.) 7-specimen signature form (print and sign then take a photo or camscanner app)
Where to get the 7-specimen form? (Download File)
Get your 7-specimen form by following these options:
Watch the AXA video guide:
Watch AXA Video Guide
Watch AXA Video Guide
Download the 7-specimen form:
Download 7-Specimen Form
Download 7-Specimen Form
6.) Signed Advisor's Contract (print and sign then take a photo or camscanner)
How do I get my advisor's contract? (Download File)
- Step-1: Download the advisor's contract and print it.
- Step-2: Scan or take photos of the document and return it by merging all documents into 1 .pdf file.
- Step-3: Watch video on how to properly sign the advisor's contract:
Watch Video Guide - Download Advisor's contract:
Download Contract
7.) Create/ Provide your Metrobank Account (can be done after you get your license exam)
Licensing Fees Information
