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:
- A completed copy of the Ryan Specialty Underwriting Managers International (RSUMI) broker questionnaire, which you can download here
- A copy of your professional indemnity (PI) schedule of insurance/certificate/VOI
- A copy of your latest audited accounts
- Incorporation documentation (through UK company registry website)
- If applicable, evidence of client money arrangements and bank account details
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.
