Apply to become a claims management company

Find out how to apply to us for authorisation if you’re a claims management company (CMC) or you provide claims management activities such as advising, investigating and managing complaints on behalf of consumers.

1

Read everything listed below

Start with our main 'how to apply' page for all applicants

2

Prepare your application

Include your business plan and other supporting material

3

Pay the application fee

You must pay this in order to apply

4

Submit your application

You'll do this on our Connect system, so please register first

You'll need to demonstrate that you can consistently deliver good outcomes for retail consumers.

What to read first

Prepare your application

You'll submit your application through Connect, so make sure you register.

Your application must include your:

Below are the specific things we expect to see in your application – providing this information will help you to demonstrate that you can meet our expectations.

We know we're asking for lots of information, but if you submit everything required in sufficient detail it'll help us assess and determine your application without delays.

You must answer all questions on the application honestly, including on Form As, and provide us with full information regarding any disclosures you make.

If in doubt, let us know as much as possible, even if it may not seem relevant.

If you don't disclose something, we take this very seriously and may consider it to be evidence of dishonesty and/or lack of integrity.

Application fee

You have to pay a fee to submit your application. The fee is non-refundable.

If you're applying for:

  • only the permission of seeking out persons who may have a claim, your fee falls into pricing category 4
  • any other claims management activities, your fee falls into pricing category 6

Find out more about our authorisation fees, including our pricing categories and how to pay.

Final check and submit

Before you submit everything on Connect, give it one more check to be sure you've included everything.

Our how to apply page has 3 top tips to ensure your application goes smoothly, and explains what happens after you've submitted it.

If you need more help

Please contact us on 0300 500 0597. We're open Monday, Tuesday, Wednesday and Friday 9am to 5pm, and Thursday 9.45am to 5pm.