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This site is designed and intended for UK authorised and regulated financial advisers and intermediaries only.

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Change of details guidance

If you would like to change your agency details, then please read the associated notes and instructions below

Change of firm name

  • We will only update the firm name once the FCA Register reflects the new name.
  • If you require a change of name for an Organisational Unit (for example, branch/trading name) or Registered Individual, please email the details to Commission.Mailbox@lloydsbanking.com
  • Once we have updated our records, we will send you an email.

Change of address

  • Due to the large amount of personal data that can be included on remuneration statements, we will only update the remuneration statement address to the firm address as per the FCA Register.
  • The correspondence address on an agency will determine where all other correspondence is issued to, but can be unique to each agency code, as required.
  • Please indicate if all agencies holding the old correspondence address should be updated to the new address. If not, please provide the specific agency numbers that should be updated.

Change of Bank Account

  • The request must be received from an email that matches the domain of the email address as noted on the FCA Register. If this is not possible, please include a covering letter, on company headed paper, when returning the form.
  • Once our records have been updated, future commission payments will be paid to your new account.
  • For security, we will include the email address, as noted on the FCA Register, in our confirmation.
  • If an email address is not noted on the FCA Register, a confirmation letter will be posted to the registered address.

Once you have read the above guidance, please download and complete the form below

Change of Adviser Details form (PDF, 600KB)

The completed form should be saved and then emailed to Commission.Mailbox@lloydsbanking.com