Get Ifa Application Form

This guide provides users with a comprehensive overview of how to effectively fill out the Ifa Application Form online. Following these clear and structured steps will help ensure a smooth application process.

Follow the steps to successfully complete your Ifa Application Form online.

1. Click 'Get Form' button to obtain the application and access it for editing.
2. In the 'Company Details' section, provide the legal name of your company, trading name, address, fax number, telephone number, and website. Ensure all information is accurate and complete.
3. Fill in the 'Key Contacts' section with the names and email addresses of key individuals within the company. Include the tax registration number as required.
4. Complete the 'Directors' section by listing the names and email addresses of directors. Ensure you include all necessary details as specified in this section.
5. In the 'Regulatory Status' field, indicate your authorized status and the presence of professional indemnity insurance. Check 'Yes' or 'No' to confirm the insurance status relevant for commission payments.
6. For 'Bank Details', specify the name and address of your bank, the account name, sort code (SS.UK.1002.01), and account number. Verify the accuracy of this information for payment processing.
7. Respond to the questions regarding any past agency refusals, claims against under professional indemnity cover, or convictions. If applicable, provide additional details on a separate page.
8. List the members of staff who require access to the root system by including their names and email addresses. Make sure to notify when access changes occur.
9. Acknowledge your agreement with the terms and conditions outlined. Provide signatures and dates as required.
10. Finally, review all information entered for accuracy, then save your changes, download the completed form, print a copy if necessary, or share it via email.

Start completing your Ifa Application Form online today for a seamless application process.