Approved firms only

Start with the firm, not the client case.

Tell us about your business, expected support and compliance arrangements. Do not submit client data at this stage.

Launch timing: firm onboarding and case acceptance begin from 4 September 2026. Earlier submissions are held as business enquiries and reviewed from that date.

Approved-firm application

This form is for professional adviser firms only. Applications received before 4 September 2026 will be reviewed from that date.

Do not include any client names, case details, identification, health information or financial documents.

Firm name *

FCA firm reference number

Your name *

Role *

Business email *

Business telephone

Network or compliance provider

Expected monthly case volume

Support required *

I confirm that I represent a professional adviser firm and have not included any end-client personal data. *

I have read the privacy notice and agree to be contacted about this enquiry. *