Information for Professional Representatives

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Terms of engagement

Read our Terms of Engagement to make sure you’re working with us effectively.
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Newsletters

Read the latest newsletter - we'll try to send one every quarter, or more frequently if needs be.
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How long will my claim take?

 See how long it’s currently taking to complete eight out of 10 claims, averaged out over the past six months.

This link will take you to our guide to claiming online page, which shows what each of the different types of claim needs for us to process it. In some sections, investment claims, for example, different types of claim need different documents. If your type of claim isn't in the bullet-pointed list, scroll down to see further types.

Other tools

Claim service user guide - download and print from this link: Professional representative guide to the claim service (pdf 7MB)

See the list of failed firms arranged by date of failure, and register for updates.

Please note

It would be useful if professional representatives could clearly state why any of the required supporting documentation (as outlined in the AF checklist) can't be provided/isn't being submitted with the claim.