Applying to Become an Intermediary
Who can apply to AdviceUK?
Only advisers working for organisations that are fully paid-up members of the AdviceUK network can apply to AdviceUK to become an Approved Intermediary under the DRO scheme. Both paid workers and volunteers are eligible to apply.
If you work for an organisation that is not currently a member but is interested in joining the AdviceUK network follow this link to the Become a member page of this website.
The Insolvency Service has published statutory requirements which must be satisfied before a Competent Authority can approve an applicant to become an intermediary. AdviceUK is responsible for ensuring that these statutory requirements are met as well as applying our own assessment criteria to measure things such as experience, training and competence. The procedure used by AdviceUK to approve intermediaries can be found at the bottom of this page.
How to apply – the application process
If you are an adviser working for an organisation that is a member of the AdviceUK network and you want to become an Approved Intermediary under the DRO scheme, then you must complete the application form that can be found at the bottom of this page. Please make sure that all sections are completed in full and that all declarations are signed and dated. A hard copy of the completed form must be sent, together with the specified supporting documents, to AdviceUK. See the Contact us page on this website for our address details.
AdviceUK’s special complaints procedure for DRO intermediaries can be found at the bottom of this page.
If you have any enquiries about DRO intermediary status or the application process, please contact David Hawkes, AdviceUK’s National Money Advice Co-ordinator, for further information.
Contact David on 0300 777 0107 or firstname.lastname@example.org.