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Business Status

Indicate below your independent status in each of the regulated areas:

Investments - List below the full name/s and FSA Individual Reference number of individual/s in your firm that are registered with the FSA and authorised to conduct 'Independent' (i.e. whole of market and offering consumers the option of paying by fee) Investment business at your address:

 

Add another adviser

Please note: If you do not name at least one 'Independent (i.e. whole of market and offering consumers the option of paying by fee) Investment' adviser - IFAP will reject your application. If your firm's status changes following this application, IFAP reserves the right to remove your firm's details from its database.

Additionally, please confirm (by ticking the appropriate boxes below) that advisers in your firm at the address you provided are authorised to give 'Independent' advice (i.e. whole of market and offering consumers the option of paying by fee) on the following business categories:


If you would like to amend your top nine business areas

Please indicate the qualifications held by the adviser named below by clicking the 'add' button.
(We verify all data with the relevant examining body)


Add another adviser

If you've listed either Group Pension/Stakeholder, Group Protection/Life Insurance or Commercial Mortgages in your top eight business areas, what size firm (by number of employees) do you mainly advise? (Select one option only)






Please enter your name and position so that we can confirm that you are authorised to make these changes.




 


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