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
|
