Thinking of moving status from AR to DA?
If you are, we can help you weigh up the pros and cons and provide all the help you need to meet the FSA requirements of a Directly Authorised firm. We will take time to get to know your business and your individual needs so you have the right support to make changing status as simple and easy as possible.
Our business advisers are experienced in guiding businesses through the 'appointed representative to directly authorised route' and have helped hundreds of firms through this change, so you can be confident they have the know how to help you. And with over 25 years of industry and regulatory experience, you will also have the peace of mind of being with a company that knows how to keep the regulator happy.
The next steps…How we help get you started
Unlike some support providers we give you full hands-on support to complete the FSA application, and provide ongoing support to assist you with questions raised by the FSA during their case assessment. We will work in a consultative way to guide you on your training and competence needs, and set up a compliance monitoring system, and provide all the documentary support needed in a Directly Authorised world.
We know that getting PII quotation and terms at competitive rates, may also be difficult for those moving into the directly authorised environment so we will introduce you to our preferred PII providers to get you the best deal.
And being part of the Tenet Group we're a robust, financially secure and well funded business with the major backing of Standard Life, Aviva, Aegon and Friends Provident. So you can be assured that you've chosen the right partner that your business can rely on.
