The Financial Services Industry has dramatically evolved over the last few years. Regulation wears a very different mask compared to ten plus years ago. The requirements that are put on to firms are often described as being onerous, that’s why its very important at the outset to choose the best path going forward for your business.
With EvolveU you have the reassurance to know that you are dealing with industry experts who have years of experience dealing in the Insurance sector, both on the broker side of the fence and over on the regulatory side. Based on our complete and full understanding of the regulatory framework we can help you to decide on the best way forward for your business. This could either be the route of becoming an Appointed Representative of EvolveU or becoming directly authorised by the Financial Conduct Authority.
In the vast majority of cases firms who approach EvolveU have not got the required experience needed to be able to go direct. So in these scenarios they can become an Appointed Representative of EvolveU and then at the agreed stage they can apply for direct authorisation – this is the fundamental vision for EvolveU, as we are there for you in whatever direction you want to take your business. As you evolve we are always there to support you!
We can provide you with the peace of mind in that we will be there for you when you’re an Appointed Representative and will also support you if you decide to become directly regulated, this will ensure the whole process is a seamless as possible. You won’t be passed from pillar to post, you’ll still have access to the same industry experts as before.
Remember we are in this for the long term, we will evolve our services as you grow…
Business Continuity – never say no again!
We all know how important it is to build up an excellent reputation. After all, word of mouth is the greatest form of advertising and provides us all with a great feeling of satisfaction to hear that someone has referred them to your business.
At EvolveU we have the facilities to place business on your behalf, so if you are not experienced in a particular area e.g. Private Medical Insurance – we can place this on your behalf and best of all you still get an introducer fee. Similarly if your customer wants advice on Mortgages and or Investments etc, whilst we cannot place this business for you we have built up some fantastic business relationships with other firms who have these permissions so again you would never have to close the door on an enquiry – just refer it being safe in the knowledge that you will receive an introducer fee and that your clients will be looked after with the exacting care that you would expect.
Registered Address as above. Registered in England and Wales no 08609299
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– Compliance & Business Solutions
specialise in providing regulatory business solutions to Insurance Broker and Claims Management companies. We assist small and start up brokers with all of their
compliance and business needs
We aim to develop strong relationships with our panel of insurers that enables us to provide flexibility and bespoke solutions to your needs.
We are traditional in our approach but with a modern ethos towards the needs of a business, association or individual in this day and age.
When our client’s need some assistance in other areas of business or industry and by virtue of how we operate more often than not we can help.