Get Handbook Forms And Templates - Fca Handbook

This guide provides clear and supportive instructions on how to fill out the Handbook Forms And Templates - FCA Handbook online. Following these steps will ensure that you complete the form accurately and submit it correctly.

Follow the steps to complete the form effectively.

1. Click ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin filling in the mandatory fields, starting with the firm name and firm reference number. Ensure these details reflect accurate information about the principal firm.
3. Complete the address section accurately as it is crucial for correspondence purposes. Include all required details such as street address, city, and postal code.
4. In the personal details section, provide a contact name. This person doesn’t have to be the individual submitting the declaration but should be available for any necessary inquiries.
5. Fill in the contact’s details, including their position in the firm, daytime telephone number, email address, individual reference number (if applicable), business address, postcode, mobile phone number, and fax number.
6. Proceed to Section B and enter details for the new appointed representative, including their name, firm reference number (if known), address, and other contact information.
7. Indicate the legal status of the appointed representative by selecting from the provided options, such as private limited company or sole trader.
8. Answer the yes/no questions concerning the activities of the appointed representative, ensuring that all relevant aspects are addressed.
9. In Section C, read the declaration carefully. It is essential to understand the implications of submitting this information and to confirm the accuracy of all details provided.
10. Provide the required signatures confirming that the information is complete and accurate, including the name of the signatory, their date, position in the firm, and individual registration number if applicable.
11. Finally, review all entered information for accuracy. Once satisfied, save changes, and proceed to download, print, or share the form as needed.

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