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Become an Introducer

Whether you are a Mortgage or Financial Adviser, Accountant, Agent/Introducer, SIPP or Product Provider, working in financial services you come across clients who have lost money, and need help to start a complaint or launch a claim.

Establishing who is responsible and is there a case covered by the FCA can be a minefield in its own right.

How can you help the client, enhance your standing with them and reduce your exposure to time consuming processes?

That's where we come in, our only focus and operational mandate is pension and investment compensation. This narrow field of focus and expertise ensure we return clients to you with a clear picture of where they stand and how to proceed.

Should you wish us to take the case on our competitive rates are only billed on success.

In addition to this we guarantee that you will be kept updated throughout the process. (Data protection permissions will need to be in place)

Becoming an introducer is simple, make an enquiry and ask us to call you back. We will answer your questions, take you through our registration process, and discuss our introducer fees.

Introducer Documents:

  1. Exempt introducer questionnaire
  2. Exempt introducer agreement (by arrangement, please contact us)

Note: all documents on this page are in PDF format