Information for Professional Representatives

This link will take you to our guide to claiming online page, which shows what each of the different types of claim needs for us to process it. In some sections, investment claims, for example, different types of claim need different documents. If your type of claim isn't in the bullet-pointed list, scroll down to see further types.

Other tools

Claim service user guide - download and print from this link: Professional representative guide to the claim service (pdf 7MB)

See the list of failed firms arranged by date of failure, and register for updates.

Please note

It would be useful if professional representatives could clearly state why any of the required supporting documentation (as outlined in the AF checklist) can't be provided/isn't being submitted with the claim.