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 30/08/17 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

"I can thoroughly recommend SimplyBiz to any IFA who is either already directly regulated or who wishes to go directly regulated. I conducted my own independent 'Fact Find' on the various companies (both Networks and Service providers) in the marketplace and found SimplyBiz to be the best. I am most pleased with the T&Cs, the high level of service and of course the very competitive cost that SimplyBiz offers members."

M Mohan
Middlesex

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Latest News

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Erica Hancock of APS explores the estate planning red flags which may mean danger for your clients 

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August 08, 2018

Tom Hegarty takes a closer look at the most closely fought NMBA quick vote to date. 

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"Time for your 2018 reboot?"

August 01, 2018

Ken Davy muses on the importance of taking time out to recharge your batteries

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The SimplyBiz Group announces partnership with Guardian Financial Services

August 01, 2018

The SimplyBiz Group has announced that it has signed a partnership deal with Guardian Financial Services, following positive adviser feedback on the protection provider’s pilot scheme.  The partnership, which is in place with immediate effect, will see the two companies work together to deliver relevant training and educational opportunities to advisers who use the Group’s services.

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