FA8 Financial services notification form Read the guidance on our website before you fill in this form. Use this form to tell us about the financial services activities your firm carries on if you:.
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How to fill out the UK Solicitors Regulation Authority FA8 online
Filling out the UK Solicitors Regulation Authority FA8 form is a crucial step for firms intending to provide financial services. This guide will assist you in navigating the form efficiently and accurately, ensuring that you meet all necessary requirements.
Follow the steps to complete the FA8 form online.
- Click ‘Get Form’ button to obtain the FA8 form and open it in your preferred PDF editor.
- Begin by entering your firm's name and SRA number in Section 1. Ensure that these details are accurate as they will be used for your firm's identification.
- In Section 1.2, indicate whether your firm is authorized by the FCA to carry on financial services activities by selecting 'Yes' or 'No'. If 'Yes', provide your FCA authorization number in Section 1.3.
- Proceed to Section 2, where you will need to specify which financial services activities your firm engages in. Check the appropriate boxes that relate to your firm's activities.
- If your firm conducts insurance distribution activities, complete Section 3 by providing the name and position of your Insurance Distribution Officer, along with any relevant ownership information.
- In Section 4, fill out the declaration. Ensure that this section is signed and completed by a member of your management team, verifying the correctness of the information provided.
- Review all sections to ensure completeness before sending the form. Make sure to check that you have included all necessary details and that the declaration is accurately completed.
- Once the form is finalized, email it to authorisation@sra.org.uk as per the instructions in Section 5.
Complete your FA8 form online today for a seamless submission experience.
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