Get Uk Solicitors Regulation Authority Fa8 2017-2026

The UK Solicitors Regulation Authority FA8 form is used to notify the SRA of the financial services your firm provides. This guide will walk you through the process of completing the form online, ensuring that you understand each section and its requirements.

Follow the steps to complete the FA8 form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Section 1, provide details about your firm, including the name of the authorised body and the firm's SRA number.
3. Move to Section 2, where you will indicate if your firm is authorised and regulated by the Financial Conduct Authority (FCA) to carry out financial advice and services. Select 'Yes' or 'No'. If 'Yes', proceed to Section 4 - Declaration.
4. If 'No', and if your firm relies on Part XX of the Financial Services and Market Act 2000, specify the activities your firm conducts. Check the relevant boxes such as accepting deposits, investment advice, or managing assets.
5. Complete Section 3 only if you have indicated insurance mediation activity in Section 2. Provide details for the Insurance Mediation Officer, including surname, forename, title, SRA number, date of birth, and role start date.
6. In Section 4, an Authorised Individual manager must complete the declaration. Provide surname, forename, title, SRA number, date of birth, and include a signature with the date. If the form is completed electronically, ensure to tick the box confirming the declaration.
7. Once all sections are complete, save the changes to your form, then download, print, or share it as needed.

Complete and submit your FA8 form online today to notify the SRA of your firm's financial services.