APPLICATION FORMS

If you don’t know which application form to use, please contact your RSD or call the Broker Services Team on 01249 746 759.

CONTROLLER

For principal individuals (Director/Partner/Designated Member/Sole Trader) of firms who wish to be authorised to provide advice on Mortgages, General Insurance and Pure Protection.

ADVISER

For advisers and individuals with no significant control function (Advisers and shareholders with 10% or more shareholding) of
firms and individuals authorised to provide advice on Mortgages, General Insurance and Pure Protection.

INTRODUCER

For firms looking to appoint an introducer to the PRIMIS network. Prior to an introducer being authorised through our network, it is necessary to establish whether the introducer can be considered as ‘fit and proper’.

FIRM

For all firms looking to join the PRIMIS network as an Appointed Representative and wish to be authorised to provide advice on Mortgages, General Insurance and Pure Protection.

In order to download your required application form, please complete the brief details below.


Contact details:

Telephone: 01249 746 759

E-mail: brokerservicesteam@primis.co.uk