Helping you apply
Here you will find help and information applicable to all firms who are applying for authorisation.
Information Guide
We have put together a short information guide, which covers:
- how you can prepare and apply for authorisation;
- the criteria we use to assess applications;
- the authorisation process and how long it takes; and
- where to get help before you apply.
Factsheets
We have a series of factsheets which firms may find useful. These include:
- Becoming an approved person [PDF]
- Guidance for firms seeking to change their legal status [PDF] (for example, from being a partnership to a limited company)
- Are you an appointed representative thinking of applying for direct authorisation? [PDF]

FAQs
We have also added some frequently asked questions on the following:
- Connected travel insurance
- Personal pension plans (including self-invested personal pensions)
- Home reversion and home purchase plans
- Insurance special purpose vehicles (ISPVs)
See also
Other information you may find useful when completing the application for authorisation includes:
- Client money e-learning (insurance intermediaries)
- Client money guide (insurance intermediaries) [PDF]
- Common financial resource issues [PDF]
