Important Information before you proceed:

This request form should only be filled out if you are looking to register your authority on behalf of your customer and you have a signed Letter of Authority.

  • We will check your address against that held on the FCA Register. If you want to provide an alternate mailing address, please contact us.
  • You should only complete this form if you are a regulated Financial Adviser. Once your authority is registered, you’ll receive a full policy summary.
  • This form isn’t suitable if the policy is:
    • a former Barclays policy or
    • a Trust Based Pension Scheme policy.
  • You can only complete this form for one policy at a time. If you have more than one, please submit a separate form for each policy number.
  • Commission payments may or may not be payable for servicing agent changes. If there is any commission due, we will pay it to the details we already hold. If we don’t have any details on file, a cheque will be sent to your registered office.
  • We may contact you if we require additional information to process your request.
  • Once you have submitted this form, we will send a letter to the policyholder(s) to confirm the authority has been updated.
Letter of Authority - Full Policy Details
We are collecting this information to help identify you and process your enquiry. Your contact details will be retained to support the on-going servicing of your policy. You can find out more about how we use personal information by viewing our full privacy notice here.
Are you a Financial Adviser acting on behalf of a client?
This form isn’t suitable for your request, please call us to find out what to do next.
Type of authority given:
Are you taking over commission payments?
Have all policyholders signed the servicing agent transfer request?
Your request cannot be completed unless you have signatures for all policyholders.
Please don't use any abbreviations
Please enter your email address using your business domain and this is where we will send our reply.
Maximum upload size: 67.11MB
Maximum upload size: 67.11MB
I confirm the attached authority document is signed by the policyholder.
If you don't have a signature, you can't proceed with this form.
Policyholder(s) details
Please don’t use abbreviations.
Please only enter one policy number, if you have more than one policy you will have to submit a separate form for it.
Are there additional policyholder(s) who have signed the authority?
Please don’t use abbreviations.
Are there additional policyholder(s) who have signed the authority?
Please don’t use abbreviations.
We may contact you if we require additional information to process your request.
ReAssure