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Insurance Broking

Insurance Brokers
FCA Authorisation

Expert regulatory support for insurance brokers, intermediaries, and MGAs seeking FCA authorisation for insurance distribution activities.

200+
Firms Authorised
99%
Success Rate
10 wks
Avg Timeline

Insurance Distribution Regulation

Insurance brokers facilitate the distribution of general and life insurance products, acting as intermediaries between clients and insurers.

The Insurance Distribution Directive (IDD) sets comprehensive requirements for product governance, customer information, and professional standards.

FCA authorisation requires demonstrating appropriate qualifications, PI insurance, complaints handling, and consumer duty compliance.

Typical Services

  • General insurance broking (commercial and personal)
  • Life insurance and protection advice
  • Managing general agent (MGA) activities
  • Risk management and claims support

Key Regulatory Requirements

Professional Qualifications

  • CII Level 4 Diploma (or equivalent)
  • Appropriate technical knowledge
  • Continuing professional development
  • Competence assessment framework

Professional Indemnity Insurance

  • Minimum £1.6m per claim (IDD firms)
  • Aggregate cover considerations
  • FCA-compliant policy wording
  • Annual renewal and documentation

Consumer Duty Compliance

  • Fair value assessments
  • Product governance framework
  • Vulnerable customer support
  • Outcomes monitoring
£

Financial Resources

  • Base capital: £20,000 (MIPRU firms)
  • Professional indemnity insurance
  • Adequate working capital
  • Financial projections

Ready to Get Authorised?

Speak with our insurance broking regulatory specialists to discuss your FCA authorisation.

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