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Introducer Agreement This agreement is between: Refresh Debt Services, whose trading address, is Miltown House, Miltown Industrial Estate, Warren point, Co. Down BT34 3FN and the Introducer, Introducer

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How to fill out fca introducer agreement

01

Read and understand the FCA Introducer Agreement form.

02

Provide accurate and complete information about yourself and your business.

03

Fill in all the required fields and sections of the agreement.

04

Review the terms and conditions carefully before signing.

05

Ensure that all parties involved in the agreement have a copy of the signed document.

06

Keep a record of the agreement for future reference and compliance purposes.

Who needs fca introducer agreement?

01

Individuals or businesses who would like to refer potential customers to FCA-regulated financial firms.

02

Companies or individuals that want to earn commission or fees from referring customers for financial products or services.

03

Introducers and affiliates of financial firms who are required by the FCA to have a formal agreement in place.

04

Anyone engaging in regulated financial activities and acting as an introducer or intermediary.

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What is fca introducer agreement?

FCA introducer agreement is a contract between a firm authorized by the Financial Conduct Authority (FCA) and an introducer who refers clients to the authorized firm.

Who is required to file fca introducer agreement?

Any firm authorized by the FCA who enters into an introducer agreement is required to file it.

How to fill out fca introducer agreement?

The fca introducer agreement can be filled out by providing all the required information about the authorized firm and the introducer, along with any terms and conditions agreed upon.

What is the purpose of fca introducer agreement?

The purpose of fca introducer agreement is to ensure that the authorized firm complies with FCA rules and regulations when dealing with clients referred by the introducer.

What information must be reported on fca introducer agreement?

The fca introducer agreement must include details such as the parties involved, services provided, payment terms, and any other relevant information.

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