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
 + or 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/or any supporting documentation will also need submitting with any future requests stating that it is still valid and authorised

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: Tuesday, 05 March 2019

DOLR Authority Form B

Date: Friday, 25 November 2016