Introducer Agreement

The Roma Finance introducer agreement.

Introducer Agreement

Introducer Details

Enter your details below:

Company Name

Additional trading name(s)

*Please indicate which name cases will be submitted. Please note it is important that these details are consistent with deal submission

Principal place of business

(If this is not the same as shown on FCA register, please explain)

Full address & postcode:

Registered office

(If different from above)

Full address & postcode

I am a:

First Principal

Title(s) :

Full Name :

Date of Birth

Second Principal

Title(s) :

Full Name :

Date of Birth

Regulatory details and affiliations

Do you hold a Data Protection License?

True False

If yes, what is your DPA number?

Are you directly authorised by the FCA?

True False

If yes, what’s your FCA number?

Do you have consumer credit permissions?

True False

If yes, what’s your Interim Permissions (IP) number?

Are you directly authorised or an appointed representative?

If DA, are you a member of a mortgage club?

If you are an AR, which network are you associated with?

Bank destails

Please supply on a signed company letterhead the below details for the bank account into which introducer fees and commission is to be paid.

Your bank name and address:

Sort code

Account name

Account number

Where did you hear about Roma?

Introducer Agreement