HOW TO JOIN SIMPLYBIZ

Joining SimplyBiz is easy-complete the engagement form and we'll do the rest

SimplyBiz is the UK's largest provider of regulatory and business support to directly authorised advisers, and joining us couldn't be easier.

Our support is available for just 2.5%+VAT* of your annual turnover, and our fees are guaranteed for the lifetime of your membership.

Going Directly Authorised for the first time?

If you're currently an appointed representative with a network or new to the industry, we will guide you step by step throughout the FCA's authorisation process, ensuring your application is of the highest standard and we'll act as a liaison between you and the FCA to ensure your application is processed as efficiently as possible. We'll provide practical advice on the best company structure to suit you and ensure you have all the requirements in place for a successful application. According to the latest figures form the FCA, we are now responsible for over 30% of applications to the regulator, so you can be assured you're in safe hands!

Already Directly Authorised?

If you are already directly authorised then the process is even simpler. Complete our engagement form and you can start to enjoy the benefits of being a member of SimplyBiz straight away.

SimplyBiz Engagement Form
SimplyBiz Engagement Form
Updated 18/05/17 Download

*Fees are subject to a collar of £181.73 + VAT and a cap of £622.94+VAT and will increase by 5%, or inflation (whichever is higher), on the 1st January each year.

Testimonials

"Overall a great service much superior to my old network. I enjoyed my time with my old network and it was a tough decision for me to leave them. However, I have never looked back or regretted my decision for me to leave. I currently have other companies on my case to jump ship and leave SimplyBiz but they have been told that they are wasting their time. Keep up the good work!"

Orlando Heron
Holistic Solutions Financial Management

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The new HMRC Trust Registration Service - what advisers need to know

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"Treat all those you care for with love while you can"

June 15, 2017

As this is my first column for about seven weeks it will be a very personal one and I would like to start by thanking the many hundreds of financial advisers and others in our great profession who have sent messages of condolence and support to me on the sudden loss of my beloved wife, Jennifer. 

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Keeley Paddon: Considerations for a positive DB transfer recommendation - Part 2

June 08, 2017

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NMBA - How Govt's apprentice funding freeze risks the future of advice

June 06, 2017

Existing training providers have seen their funding slashed while advice firms have to wait longer to register their employees for apprenticeship schemes.

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