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Get the free IMD LIMITED AGENCY APPLICATION – DIRECTLY AUTHORISED

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This document serves as an application form for agents wishing to be directly authorised by IMD Limited, collecting various details about the agent, their business, and compliance requirements.
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How to fill out IMD LIMITED AGENCY APPLICATION – DIRECTLY AUTHORISED

01
Obtain the IMD LIMITED AGENCY APPLICATION form from the official website or authorized distributor.
02
Read the instructions and eligibility criteria carefully before filling out the form.
03
Provide your full name, contact information, and address in the designated sections.
04
Complete the details of your business or agency, including the name, address, and type of services offered.
05
Fill in the necessary financial information, such as income projections and funding sources.
06
Ensure you have all required documents ready to support your application, such as identification and business registration documents.
07
Review the entire application for accuracy and completeness.
08
Sign and date the application where required.
09
Submit the application through the specified submission method (online or by mail).
10
Wait for confirmation or follow-up from the agency regarding the status of your application.

Who needs IMD LIMITED AGENCY APPLICATION – DIRECTLY AUTHORISED?

01
Individuals or businesses looking to operate as a direct agency in the insurance or financial services sector.
02
Existing agencies wishing to formalize their relationship with other industry partners.
03
Prospective agents who want to sell or distribute products under the IMD framework.
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IMD LIMITED AGENCY APPLICATION – DIRECTLY AUTHORISED is a form used by individuals or entities to apply for authorization to operate as a limited agency under the Insurance Distribution Directive (IDD) in the UK.
Individuals or businesses intending to act as insurance intermediaries or agencies in the UK must file the IMD LIMITED AGENCY APPLICATION – DIRECTLY AUTHORISED.
The application should be filled out by providing detailed information about the applicant's business activities, financial status, governance structure, and compliance with regulatory requirements, ensuring all sections of the form are completed accurately.
The purpose of the application is to assess the eligibility of the applicant to be authorized as an insurance intermediary, ensuring they meet required standards for conducting insurance business.
The application requires reporting of information such as the business structure, ownership details, financial projections, the types of insurance products to be offered, and any relevant qualifications or experience of key personnel.
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