Tag: Appointed Representative Network

 

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...
 
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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...
 
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Appointed Representatives - The next big insurance distribution revolution

When I first began in this industry, everyone was independent. It was completely common to see small shop fronted insurance brokers selling simple personal lines products to their local community. How...
 
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The Business Plan

A business plan is the cornerstone of every venture, yet surprisingly, businesses either try to start with a hugely condensed version or don't have one at all. Essentially, this is akin to setting off...
 
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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...
 
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