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 am very pleased with the service and can’t imagine I would ever leave SimplyBiz"

Christopher Whickam
The Financial Planning Centre

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Latest News

Over 2000 users adopt The SimplyBiz Group's Centra system

October 10, 2018

Over 2000 users adopt The SimplyBiz Group’s Centra system

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60 apprentices now enrolled on NMBA apprenticeship scheme

October 03, 2018

Another 20 budding financial advisers are now making their way through the NMBA apprenticeship programme 

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A Robust, Compliant And Efficient Advice Process: FTRC's Independent Review Of Centra

September 30, 2018

In September this year, we commissioned an independent review of Centra by Ian McKenna of the Financial Technology Research Centre.

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A little more conversation AND a little more action please!

September 26, 2018

Why Ken Davy believes that access to information is just as vital as access to advice

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