Thank you for your interest in working with Square Pegs. If you are currently not an Appointed Broker, we will need some additional information from you.
Please provide the following documentation:
- Download and complete the new Agency form here
- A copy of your latest audited accounts
- A copy of your PI schedule of insurance/certificate/VOI
If your firm has been trading for less than three years, we will also require:
- A copy of your FCA Regulatory Business Plan, (RBP)
- Disclosure of any sources of capital available to complement the business’s working capital adequacy.
Please email all documentation to the team at referrals@sqpegs.co.uk
We will contact you should we require further information. As a guide setting up and agency can take up to two weeks from the date that we have received all the required documentation.
