HOW TO JOIN SIMPLYBIZ

Joining SimplyBiz is easy-complete the engagement form and we'll do the rest

SimplyBiz is the UK's largest provider of regulatory and business support to directly authorised advisers, and joining us couldn't be easier.

Our support is available for just 2.5%+VAT* of your annual turnover, and our fees are guaranteed for the lifetime of your membership.

Going Directly Authorised for the first time?

If you're currently an appointed representative with a network or new to the industry, we will guide you step by step throughout the FCA's authorisation process, ensuring your application is of the highest standard and we'll act as a liaison between you and the FCA to ensure your application is processed as efficiently as possible. We'll provide practical advice on the best company structure to suit you and ensure you have all the requirements in place for a successful application. According to the latest figures form the FCA, we are now responsible for over 30% of applications to the regulator, so you can be assured you're in safe hands!

Already Directly Authorised?

If you are already directly authorised then the process is even simpler. Complete our engagement form and you can start to enjoy the benefits of being a member of SimplyBiz straight away.

SimplyBiz Engagement Form
SimplyBiz Engagement Form
Updated 30/08/17 Download

*Fees are subject to a collar of £181.73 + VAT and a cap of £622.94+VAT and will increase by 5%, or inflation (whichever is higher), on the 1st January each year.

Testimonials

“We have nothing but praise for the entire team at SimplyBiz. With their guidance we were able to go directly authorised and are so glad we did, as we have never looked back. The service we receive is impeccable and our business receives great value for money.”

Chris Pratt
Nottingham

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Latest News

SimplyBiz Mortgages adds InterBay to panel

April 23, 2018

SimplyBiz Mortgages has added InterBay Commercial to its specialist lender panel.

SimplyBiz members now have access to commercial and semi-commercial lending, buy-to-let and HMO, and bridging loans.

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New data rules risk triggering claims industry

April 13, 2018

Mark Greenwood, Group Regulatory Policy Manager, acknowledges the new rules in GDPR, but adds some useful context for advisers.

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"30 years on, the principal still carries the can"

April 11, 2018

Ken Davy considers the future of networks given recent court rulings on who carries liability for the actions of Appointed Representatives.

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Understanding what makes a good advice process

April 10, 2018

Dan Russell, Managing Director of SimplyBiz Investment Services, looks at how to make the most of all your client interactions and how the 'first meeting' may no longer be a  potential customer's first impression.

Read more >