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How to join if you are a directly authorised firm
The application process is extremely straightforward.
As a directly authorised firm you keep all of your own agencies when you join us. We simply instruct the Product Providers to uplift your commission terms to our enhanced rates.
If you are currently using the services of another IFA Support Services provider, you will need to serve notice and cancel any further direct debit payments.
The process couldn’t be more simple. As you already have your own agencies you don’t need to do anything. You don’t need to change them in any way nor set up new ones.
How to join if you are from a network or setting up a brand new IFA Business
We offer full FSA authorisation process designed to assist you in your application for Direct authorisation.
We will:
- Complete your FSA Application
- Provide Compliance T&C Procedures & Documentation for
your application. - Help obtain PI from our Preferred Provider
- Submit your FSA Application.
You only need to resign from your current network or firm when you are ready – only at this point will references be requested by the FSA.
Costs of FSA authorisation are designed by FSA and can be accessed here.
