| Please state which licences you are applying for and which authorised firms you have advised and recommended these products in the last 12 months. | |
| Licence you are applying for | |
| Mortgages | True |
| Protection | True |
| General Insurance | True |
| Equity Release | True |
| Which authorised firm have you advised and recommended these products with in the last 12 months | |
| Mortgages | Accord Mortgages Aldermore Bank of Ireland Barclays Clydesdale Coventry Halifax HSBC Leek Masthaven Melton Mobray Metro Bank Nationwide Natwest Platform Precise Precise Santander Skipton State Bank of India TMW TSB West Brom |
| Protection | Aviva |
| General Insurance | |
| Equity Release | |
| Please confirm the relevant accredited body for the qualifications you hold
(you can tick more than one if applicable). | |
| CFA Society of the UK | |
| CISI | |
| CBI | |
| CII | |
| LIBF (formally knows as the Pensions Management Institute) | True |
| Please note, additional licences will not be granted until you have been signed off as competent in the above areas. | |