If you don’t know which application form to use, please contact your RSD or call the Broker Services Team on 01249 467591.
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 – ONLINE APPLICATION PREFERRED
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. Online application form available after firm principal has sent an invitation.
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.