Get Ifb2

Filling out the Ifb2, the incidental financial business compliance certificate, is a straightforward process that requires attention to detail. This guide provides comprehensive instructions to help users navigate each section of the form effectively.

Follow the steps to complete the Ifb2 form online.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Enter the society ID, the name of your practice unit, and the business address in Section 1. Be sure to include the postal code and the LP address if applicable.
3. Provide the manager's name who will sign on behalf of the practice unit. Include their mobile number, telephone numbers, and business email for communication purposes.
4. In Section 2, indicate the period covered by the certificate by filling in the dates specified.
5. Section 3 requires you to disclose if any insurance mediation activity was carried out during the specified period. If 'Yes', provide the details of the insurance mediation officer, including their title, first name(s), surname, business address, and email.
6. Read the declaration in Section 4 carefully. Confirm that your practice unit has not engaged in unauthorized activities and complies with the necessary rules. Sign and date the declaration at the bottom of this section.
7. Before submitting the form, check that it is signed and that any additional information is labeled according to the relevant section and securely attached.
8. Return the form along with any supporting documents and a list of enclosures to the Financial Compliance Department at The Law Society of Scotland.

Complete your Ifb2 form online today for efficient and compliant submission.