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Our Services > Introducers Options

OPTION 1 - Foundation Introducer

Suitable for businesses whose primary business is some other activity (eg. solicitors and accountants).
Only need to provide contact details (eg. name and address for mortgage business only).
Commission not paid on any Non-Investment Insurance business arising out of the introduction.
Additional information to accompany your application
Data Protection Registration Number. If not already registered, register to handle information under Data Protection Act at www.informationcommissioner.gov.uk . You will need to post notification form with £35 annual payment to Information Commissioner. As evidence of registration please copy notification form & cheque then return with your Introducer Application.

OPTION 2 - Intermediate Introducer

Suitable for businesses whose primary business is some other activity eg solicitors and accountants.
Only need to provide contact details (eg. name and address for mortgage business only).
Commission is paid on any Non-Investment Insurance business arising out of the introduction.
Additional information to accompany your application
Data Protection Registration Number. If not already registered, register to handle information under Data Protection Act at www.informationcommissioner.gov.uk . You will need to post notification form with £35 annual payment to Information Commissioner. As evidence of registration please copy notification form & cheque then return with your Introducer Application.

Copy of proof of identity certified by 3 rd party, such as another regulated firm, government department, UK solicitor or doctor. The copy should be signed & dated with the comment “original seen” & “the photograph is a true likeness of the individual I have seen”

Original proof of address

OPTION 3 - Regulated Introducer

Suitable for businesses who are authorised by the FSA or as an Appointed Representative.
Must have permission to ‘Arrange' if you wish to introduce Insurance Business.
Can submit business at the progressive level of involvement
Additional information to accompany your application

Download Introducer Registration Form & Complete and Fax (0207 581 5863)

Download