Apply to become a general insurance intermediary

Find out how to apply to us for authorisation if you're a general insurance intermediary, Lloyds and London Market Intermediary or a price comparison website.


Read everything listed below

Start with our main 'how to apply' page for all firms


Prepare your application

Include your business plan and supporting material


Pay the application fee

You must pay this in order to apply


Submit your application

You'll do this on our Connect system, so please register first

What to read first

Prepare your application

You must submit your application through Connect.

Along with your application form, you'll need to include:

  • a regulatory business plan
  • all the required forms
  • your supporting material
  • financial forecasts – learn how to prepare your your firm’s financial information
  • your principal place of business – serviced offices are generally considered inadequate
  • a UK bank account for your firm
  • your Companies House registration details
  • client money accounts, if you propose to hold client money or assets
Anyone at your firm who will hold a senior management function (SMF) needs to have sufficient insurance experience. This is important, and has been an issue with applications in the past. For more detail, see our Handbook.

Application fee

You have to pay a fee to submit your application. The fee is non-refundable.

Most general insurance intermediaries fall into pricing category 4, which will be £2,500.

Find out more about our authorisation fees, including our pricing categories and how to pay.

Final check and submit

Before you submit everything on Connect, give it one more check to be sure you've included everything.

Our how to apply page has 3 top tips to ensure your application goes smoothly, and explains what happens after you've submitted it.

If you need more help

Please contact us on 0300 500 0597. We're open Monday, Tuesday, Wednesday and Friday 9am to 5pm, and Thursday 9.45am to 5pm.