APPLICATION FORMS

Thank you for completing our short form. You are now able to download any of the application forms you need. If you require assistance completing any of the forms below, please contact our Broker Services Team on 01249 746 759.

Please Note: please use Adobe to fill in these forms. Using Mac Adobe reader may lead to data errors which could slow down the processing of your application.

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.

Contact details:

Telephone: 01249 746 759

E-mail: brokerservicesteam@primis.co.uk