Tag: Appointed Representative General Insurance


Its not Us, its THEM!

During our time as a growing Appointed Representative Network, we constantly have the same conversation with existing Appointed Representatives. It goes something like this; "We are fine, we operat...

Client Money Calculations

The Financial Conduct Authority say, in their rules, that anyone holding client money in an authorised trust account needs to be producing an accurate client money calculation at month end. This is to...

FCA Thematic Review of Appointed Representatives (2016)

In 2016, the FCA completed their most comprehensive review of ARs ever with staggering results and here are its findings. The FCA treats ARs in exactly the same way as a DA firms in terms of complianc...