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.

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 29/02/2024 Download

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! We also offer a 13 week welcome programme that takes you through every area of the business and everything you need to know about running a directly authorised adviser firm.

Click here to find out more about direct authorisation

See how much you could save by moving to SimplyBiz.

Want to know how we can help your business?
Fill out the form below and a member of our team will be in touch soon.
Alternatively, call us direct on 01484 443453.

 

*Fees are subject to a collar of £265.76 +VAT and a cap of £911.06 +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 £208.84 +VAT and a cap of £911.06 +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 £150+VAT until authorised.

The latest from SimplyBiz

23 April 2024

SimplyBiz partners with Net Zero Now

Read more >

22 April 2024

Being an adviser has never been so exciting, but it is also more difficult than it's ever been

Read more >

17 April 2024

Working Lunch: Operating as a directly authorised business

Read more >

16 April 2024

Congratulations to FIBA UK, part of SimplyBiz, which has welcomed SWIG Finance to its lender panel!

Read more >