Before you can manage information about a financial service provider (FSP), you’ll need a RealMe® login and an online services account with the FSPR. You may also need to confirm with us your authority to act for the FSP.
Who needs to confirm – and who doesn’t
The person or organisation who registers an FSP will automatically have authority to update its records on the register. Anyone who confirmed their authority to manage information on the old register will retain that authority for the new FSPR.
After an FSP is registered, others tasked with updating records and completing transactions on behalf of an FSP – such as directors, registered individuals, accountants or lawyers – must confirm their authority with us, by providing the necessary information.
How to confirm authority
Before you can ask us to confirm your authority, you must have:
- a RealMe® login
- an online services account with the Financial Service Providers Register (FSPR).
To submit a request to confirm your authority, please complete the appropriate online form.
The information you’ll need to provide when confirming authority will depend on whether you’re doing so as an individual or on behalf of an organisation:
Confirming authority as an individual
If you’re an individual, you’ll be asked for details about yourself and the FSP, and proof of your identity – in the form of a driver's licence or passport.
To confirm your authority complete the online request form and upload your proof of identity.Confirm authority for an individual
Confirming authority on behalf of an organisation
If you're confirming authority to manage an FSP’s records on behalf of an organisation, you must provide us with a letter of authorisation signed by a senior person within the organisation.
To confirm your authority complete the online request form and upload your completed letter of authorisation.
What happens next
We’ll aim to process your request within 3 working days, and let you know by email if it has been accepted or, if rejected, the reason why.
Only the Registrar can revoke authority. To request that this be done, you must complete the required online form (see link below).
If you have an individual user account, the request must come from you, and include your name and the FSP number to which the authority applies. If you have an organisation user account, the email must come from a senior person within the organisation, and must include the name and FSP number to which the authority applies.
Once a request has been accepted, you’ll receive an email to confirm that authority has been revoked.