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.

Our award-winning mortgages, protection and general insurance service is available for just 1% + VAT** of your annual turnover and is 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 04/03/19 Download
 

*Fees are subject to a collar of £200.35+VAT and a cap of £686.81+VAT and will increase by 5%, or inflation (whichever is higher), on the 1st January each year. SimplyBiz fees displayed are not inclusive of PII or FCA fees.

**Fees are subject to a collar of £157.43+VAT and a cap of £686.81+VAT and will increase by 5%, or inflation (whichever is higher), on the 1st January each year. SimplyBiz fees displayed are not inclusive of PII or FCA fees.

 

Nominal Membership Fees

Before authorisation members are charged a nominal fee of £100+VAT until authorised. Therefore nominal charge for 2018 = £120 (VAT @ 20%)

The latest from SimplyBiz

13 June 2019

Scarlett Musson: How to help clients make a will

Read more >

13 June 2019

Martin Pickles: How to help clients value their estate

Read more >

12 June 2019

Neil Stevens: Outsourcing portfolio admin can be costly

Read more >

28 March 2019

Adviser Today

Get the latest news and views from our quarterly newsletter.

Read more >