Things to do before you submit

There are conditions you must meet before you can submit an application that may take time for you to do.

You must:

• Complete suitable qualification and training (all relevant members of the business)
• Hold professional indemnity insurance

You will also be asked if you hold and handle client money. If you do, you need a client bank account and client money protection insurance. You will be able to submit an application if you don’t have these in place yet, but your application will not be approved until you do.