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Company legal structure:

Building name or number

Postcode

i Please enter your business turnover for the last complete financial year (if your business is a new start-up, please enter your estimated business turnover for your first trading year):

i Please enter your estimated business turnover for the current financial year (if your business is a new start-up, please enter your estimated business turnover for your second trading year):

i What is the total number of directors, partners, members and employees currently within your business?

What is your current status with the Financial Conduct Authority (FCA)?

Do you act as principal to any appointed representative for regulatory purposes? Yes No

Please select all of the FCA regulated or unregulated activities you undertake:

i Please select all of the FCA permissions that you have been granted and which you utilise within your FCA regulated activities:

Please provide a detailed description of your unregulated activities:

Approximately, how much of your work relates to each of the FCA regulated or unregulated activities you undertake?

Do you offer, introduce customers to or manage any IFISAs, mini bonds or illiquid debt securities? Yes No

As part of your FCA regulated activities, do you give advice to clients, customers or third party capital providers? Yes No

Do you undertake any other business activities for which cover is required under this insurance? Yes No

Please provide a detailed description of your other business activities, including details of whether or not you give advice to clients, customers or third party capital providers as part of your other business activities:

Do you expect any significant changes to the business activities you have declared above, in the next 12 months? Yes No

When was the company established?

Is your business registered and domiciled in the United Kingdom of Great Britain and Northern Ireland including all subsidiaries? Yes No

Do you have any clients domiciled in the European Economic Area (excluding the UK) or do you conduct any activities within the European Economic Area (excluding the UK)? Yes No

Do you have appropriate regulatory permission to work with these clients and conduct these activities post Brexit? Yes No

Have you sought and followed legal advice to ensure compliance with post Brexit amendments to regulation? Yes No

What you'll need to know

Business details:

Your name, contact details and key information relating to your business.

Your obligations

Any cover levels required by clients or professional bodies.

Payment details

Your bank account details to pay by Direct Debit

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About you

Business details

What you'll need to know

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