Retail Intermediary Authorisations Webinar – Completing Application Form A for Authorisation as a Retail Intermediary

Tue Apr 9 2024

The Central Banks Retail Intermediaries Authorisations Team will be hosting a webinar on Wednesday 15 May at 10.00am.  The purpose of the webinar is to provide applicants with a better understanding of the requirements of the retail intermediary authorisation process, provide some helpful tips for completing an Application Form for Authorisation as a Retail Intermediary – A Form, and to flag some common issues that can delay the progress of an application.

Form A is completed in respect of firms who falls in at least one of the following criteria:

  1. Does not propose to have an organisational structure that includes branches, tied insurance intermediaries, IIA tied agents, sub-brokers or agents within 12 months of authorisation;
  2. Does not propose to operate as a Managing General Agent (MGA)5 within 12 months of authorisation;
  3. Does not propose to passport its services into other Member States6 within 12 months of authorisation;
  4. Does not propose to act only as a tied insurance intermediary7 and/or as an IIA tied agent8 within 12 months of authorisation; and
  5. Does not propose to provide services to 2,500 or more consumers based on a projected average number of consumers in years 1-3 post authorisation.

If you are interested in attending this webinar, please email your contact details to

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