Check List • The Adviser Pitstop

The Advisor Pitstop

You will need to supply the following details when making your agency application

  1. Firm’s registered name and main business address
  2. Firm’s registration number
  3. Network Details*
  4. Regulatory body and authorisation number
  5. Holding company details*
  6. Name of service provider*
  7. Trading name*
  8. Branch address details*
  9. Details of all Directors, Partners, Principals* (Inc. name, position held, NI No. and DOB)**
  10. Email Addresses of all people within your organisation who may write business with us
  11. Bank Details (Sort Code, Account Number, Account Name, Name of Bank, IBAN No., Swift)

* If applicable

** With the absence of these details may result in a delay in approving your agency application

To review the full terms and conditions applicable to a London & Colonial Agency Agreement, please click on the relevant link below:-

Intermediary Agreement