HOW TO APPLY
Please contact one of our sales team to arrange a meeting to discuss our network proposition.
Copies of the application forms can be found on the Apply Now section of the website and these include:
Appointed Representative Form
This is to be completed on behalf of the firm and signed and guaranteed by the principal or director of the firm. The form should be accompanied with supporting documentation which detailed on the checklist on the back of the application.
Registered Individual Form
This is to be completed and signed by the individual adviser of the firm and guaranteed by the firm's principal or director. The form should be accompanied with supporting documentation which detailed on the checklist on the back of the application.
FSA Form A
This is to be completed by all members of the firm including non advising directors and mortgage advisers.
The Process
On receiving all the documentation, we acknowledge your application and send you our competency test for you to complete. This is for those individuals looking to provide advice.
We complete a credit check and request 5 years worth employment references and 2 character references. On receipt of these and all the supporting documentation, applications can then be forwarded to the FSA for approval.
We send you a new members' pack which includes all the manuals you require from the network and a number of useful documents to help your business. We will also send you authority letters once authorised to enable you to set up agencies with providers.
