Apply for Terms of Business with Scottish Widows

Please complete all fields unless they are marked 'optional'.

Some details are missing:

Thanks for submitting your application to Scottish Widows Agency Management.

The application has been successfully sent to us.

 

Next steps:

  • We'll notify all applicable firms about your application.
  • We'll use their official email addresses, as given on the FCA Register.
  • We aim to process the application and set up your online access within 8 working days.
  • Once processed, we'll send confirmation to the firm's official email address.


If you need to speak to someone urgently

Call us on:
0345 758 1638
Mon-Fri, 9AM - 5PM

If you query is not urgent, email us at commission.mailbox@lloydsbanking.com

 

These firms must already be registered with Scottish Widows.
You can add up to 5 individual agencies in each application.

If you need to add more than 5 individual agencies at once, then email us at commission.mailbox@lloydsbanking.com.

Start

Applying for individual agencies under ##option1##.

Step 1 of 4

Applying for individual agencies under ##option2##.

Step 1 of 5

Apply for an appointed representative firm ##option3##.

Step 1 of 5

Apply for an appointed representative firm ##option4##.

Step 1 of 6

Your details

 

 

 

Continue

Applying for individual agencies under ##option1##.

Step 2 of 4

Applying for individual agencies under ##option2##.

Step 2 of 5

Apply for an appointed representative firm ##option3##.

Step 2 of 5

Apply for an appointed representative firm ##option4##.

Step 2 of 6

Principal firm details

 

The firm's FCA regulated name.
Must be a seven digit number (e.g. 0012345).
Continue < Previous

Applying for individual agencies under ##firm_name##.

Step 3 of 4

Applying for individual agencies under ##app_rep_firm_name##.

Step 4 of 5

Applying for ##app_rep_firm_name## with additional individual agencies.

Step 5 of 6

You can add up to 5 individual agencies.


Individual agency

 


Address
 

Enter a UK postcode.
Enter address manually

Address:

##ind_agency1_add1##

##ind_agency1_add2##

##ind_agency1_add3##

##ind_agency1_add4##

##ind_agency1_postcode##

Enter address manually Search again
Enter a UK postcode.
Reset address form
+ Add another individual agency

Individual agency 2

 

 

Agency 2 address

 

Enter a UK postcode.
Enter address manually

Address:

##ind_agency2_add1##

##ind_agency2_add2##

##ind_agency2_add3##

##ind_agency2_add4##

##ind_agency2_postcode##

Enter address manually Search again
Enter a UK postcode.
Reset address form
+ Add another individual agency Remove agency

Individual agency 3

 

 

Agency 3 address

 

Enter a UK postcode.
Enter address manually

Address:

##ind_agency3_add1##

##ind_agency3_add2##

##ind_agency3_add3##

##ind_agency3_add4##

##ind_agency3_postcode##

Enter address manually Search again
Enter a UK postcode.
Reset address form
+ Add another individual agency Remove agency

Individual agency 4

 

 

Agency 4 address

 

Enter a UK postcode.
Enter address manually

Address:

##ind_agency4_add1##

##ind_agency4_add2##

##ind_agency4_add3##

##ind_agency4_add4##

##ind_agency4_postcode##

Enter address manually Search again
Enter a UK postcode.
Reset address form
+ Add another individual agency Remove agency

Individual agency 5

 

 

Agency 5 address

 

Enter a UK postcode.
Enter address manually

Address:

##ind_agency5_add1##

##ind_agency5_add2##

##ind_agency5_add3##

##ind_agency5_add4##

##ind_agency5_postcode##

Enter address manually Search again
Enter a UK postcode.
Reset address form
Remove agency
Continue < Previous

Applying for ##app_rep_firm_name## with no additional individual agencies.

Step 4 of 5

Applying for ##app_rep_firm_name## with additional individual agencies.

Step 4 of 6

You can add up to 5 access controllers.

 

Access controller


The access controller has responsibility for:

  • Ensuring future registrants are given appropriate access levels
  • Notifying us of leavers or online accounts no longer required
  • Authorising colleague's username and password online access
  • Control of remuneration access.

 

+ Add another access contoller

Access controller 2

 

+ Add another access controller Remove access controller

Access controller 3

 

Remove access controller + Add another access controller

Access controller 4

 

Remove access controller + Add another access controller

Access controller 5

 

Remove access controller
Continue < Previous

Applying for individual agencies under an already registered appointed representative firm.

Step 3 of 5

Apply for an appointed representative firm with no additional individual agencies.

Step 3 of 5

Apply for an appointed representative firm with no additional individual agencies.

Step 3 of 6


Appointed representative firm details
 

The firm's FCA regulated name.
If the trading name is different to the firm's FCA regulated name.
Must be a seven digit number (e.g. 0012345).
This can be changed later.

  

 

Appointed representative firm's address

 

Enter a UK postcode.
Enter address manually

Address:

##app_rep_add1##

##app_rep_add2##

##app_rep_add3##

##app_rep_add4##

##app_rep_postcode##

Enter address manually Search again
Enter a UK postcode.
Reset address form
Continue < Previous

Applying for individual agencies under ##app_rep_firm_name##.

Step 5 of 5

Applying for ##app_rep_firm_name## with no additional individual agencies.

Step 5 of 5

Applying for an appointed representative firm with additional individual agencies.

Step 6 of 6

Please review before sending this form to us

Review and confirm your details are correct before you continue.

 

Your details


Name:

##title## ##firstname## ##surname##

Email address:

##email##

Phone number:

##contact_number##

Job title:

##job_title##

Firm:

##firm##

 

Edit

  

Principal firm details


Name:

##firm_name##

FCA number:

##firm_fca_number##

 

Edit

 

Appointed representative firm details


Name:

##app_rep_firm_name##

 

Trading name:

##app_rep_trade_name##

 

FCA number:

##app_rep_firm_fca_no##

 

Commission style:

##app_rep_firm_style##

Firm address

Address line 1:

##app_rep_address1##        

Address line 2:

##app_rep_address2##

Address line 3:

##app_rep_address3##

Address line 4:

##app_rep_address4##

Postcode:

##app_rep_postcode##

 

 

Access controller details

Contact name:

##controller1_title## ##controller1_firstnam## ##controller1_surname##

Email address:

##controller1_email##

Phone number:

##controller1_tel_no##

 

Access controller 2 details

Contact name:

##controller2_title## ##controller2_firstnam## ##controller2_surname##

Email address:

##controller2_email##

Phone number:

##controller2_tel_no##

 

Access controller 3 details

Contact name:

##controller3_title## ##controller3_firstnam## ##controller3_surname##

Email address:

##controller3_email##

Phone number:

##controller3_tel_no##

 

Access controller 4 details

Contact name:

##controller4_title## ##controller4_firstnam## ##controller4_surname##

Email address:

##controller4_email##

Phone number:

##controller4_tel_no##

 

Access controller 5 details

Contact name:

##controller5_title## ##controller5_firstnam## ##controller5_surname##

Email address:

##controller5_email##

Phone number:

##controller5_tel_no##

 

Edit

 

Individual agency details

Contact name:

##ind_agency1_title## ##ind_agency1_firstnam## ##ind_agency1_surname##

Phone number:

##ind_agency1_tel_no##

Email address:

##ind_agency1_email##

Agency address:

##ind_agency1_add##

Address line 1:

##ind_agency1_address1##        

Address line 2:

##ind_agency1_address2##

Address line 3:

##ind_agency1_address3##

Address line 4:

##ind_agency1_address4##

Postcode:

##ind_agency1_postcode##

 

Individual agency 2 details

Contact name:

##ind_agency2_title## ##ind_agency2_firstnam## ##ind_agency2_surname##

Email address:

##ind_agency2_email##

Agency address:

##ind_agency2_add##

Address line 1:

##ind_agency2_address1##        

Address line 2:

##ind_agency2_address2##

Address line 3:

##ind_agency2_address3##

Address line 4:

##ind_agency2_address4##

Postcode:

##ind_agency2_postcode##

 

Individual agency 3 details

Contact name:

##ind_agency3_title## ##ind_agency3_firstnam## ##ind_agency3_surname##

Email address:

##ind_agency3_email##

Agency address:

##ind_agency3_add##

Address line 1:

##ind_agency3_address1##        

Address line 2:

##ind_agency3_address2##

Address line 3:

##ind_agency3_address3##

Address line 4:

##ind_agency3_address4##

Postcode:

##ind_agency3_postcode##

 

Individual agency 4 details

Contact name:

##ind_agency4_title## ##ind_agency4_firstnam## ##ind_agency4_surname##

Email address:

##ind_agency4_email##

Agency address:

##ind_agency4_add##

Address line 1:

##ind_agency4_address1##        

Address line 2:

##ind_agency4_address2##

Address line 3:

##ind_agency4_address3##

Address line 4:

##ind_agency4_address4##

Postcode:

##ind_agency4_postcode##

 

Individual agency 5 details

Contact name:

##ind_agency5_title## ##ind_agency5_firstnam## ##ind_agency5_surname##

Email address:

##ind_agency5_email##

Agency address:

##ind_agency5_add##

Address line 1

##ind_agency5_address1##        

Address line 2:

##ind_agency5_address2##

Address line 3:

##ind_agency5_address3##

Address line 4:

##ind_agency5_address4##

Postcode:

##ind_agency5_postcode##

 

Edit

 

Maximum 500 characters
Submit < Previous

Need Help?

Need Help?

Contact our agency management team:

0345 758 1638
9am to 5pm, Monday to Friday