Get Fa2 - Individual Approval Application

The FA2 - Individual Approval Application is a crucial form for applicants seeking approval for various roles within the SRA framework. This guide provides comprehensive instructions to help users successfully complete the form online, ensuring all necessary details are accurately captured.

Follow the steps to complete the form effectively.

1. Press the ‘Get Form’ button to access the FA2 - Individual Approval Application and open it in your preferred PDF viewer.
2. Fill in Section 1 - Basic Application Details, including the applicant firm's name, SRA number, and the role for which the candidate is applying (e.g., COLP, COFA, manager). Ensure all fields are clearly completed.
3. Proceed to Section 2 - Personal Details, where you will provide the candidate’s full name, date of birth, nationality, and contact information. Ensure accurate data entry to avoid processing delays.
4. Move to Section 3 - Professional Status. Indicate the candidate's professional qualifications and status, including any relevant memberships and qualifications.
5. Complete Section 4 - Compliance Officer Information, detailing the candidate's experience and knowledge as a Compliance Officer for Legal Practice (COLP) and Compliance Officer for Finance and Administration (COFA).
6. Fill out Section 5 - Employment History, providing a comprehensive list of previous employment relevant to the requested role.
7. In Section 6 - Business Interests, disclose any additional business relationships that may affect the candidate's role.
8. Complete Section 7 - Suitability Test by answering questions regarding criminal history, professional behavior, and financial background.
9. Finish with Section 8 - Declaration, signed by an authorized individual from the applicant firm. Confirm all information is accurate.
10. Finally, return the completed form and supporting documentation via email to the designated address. Ensure you have attached all necessary files.

Complete your FA2 - Individual Approval Application online today to ensure your submission is processed efficiently.