Distributor Portal

Linking to a trading name or wholly owned subsidiary

In order to complete your request please submit the below DOLR linking form and DOLR Authority.

Please note:
- The Linking form should be submitted in Excel format
- The DOLR Authority needs to be submitted on the company letter head of the account and/or agent you are requesting a link to
- If you are unable to supply the above, please supply,
 + The DOLR Authority on your company letter head
 + evidence of a link between the organisations such as a document from Companies house
 + or the Company Registration number where we are able to find evidence of the link (e.g. companies house or FCA reference)
- Both the linking form and DOLR authority must be submitted together with an up-to-date authorised signatory list
- The DOLR Authority and any supporting documentation will also need submitting with any future requests stating that it is still valid and authorised

- If the link between your companies is evidenced on the FCA register, this can be accepted in place of a DOLR authority
         - Please confirm in your e-mail the FCA reference number that the link can be seen under

Failure to adhere to the above will result in your request being rejected

Linking to a trading name or wholly owned subsidiary Files

DOLR Linking form B

Date: Friday, 11 May 2018

DOLR Authority Form B

Date: Friday, 25 November 2016