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Appointed Representative Proposition 

Key Benefits

Increased turnover through...

  • Top Commission Rates
  • Exclusive Products 
  • Whole of Market Proposition
  • Recruitment & Cross selling opportunities 


Adding value to your business through...

  • Dedicated Management Support 
  • Professional Training Support
  • Meeting high earning business professionals

Increased profits by reducing costs on..

  • PI
  • Sourcing
  • Compliance
  • IT
  • FSA Fees




To find out more about joining PTFS please call our Head Office on:
0121 767 1011


FREE - Back office system support

We offer our members a back office system
“Personal Touch Financial Tool Box” which
is probably the best back office
system in the UK, built by brokers for brokers.

It makes doing business highly effective.


Free Protection Quotation engine
with Exchange

  • Tracking & Reporting Functionality
  • Integrated Sourcing & Research Facilities 
  • Contact Management System
  • Compliance guidance
  • Marketing support
  • Training support
  • Increased efficiency
  • Security


Our Appointed Representatives receive fully comprehensive compliance support through our state-of-the-art back office system , "The Financial Services Toolbox" which guides our members through the maze of compliance in the market place.


Join as an Appointed Representative

Mandatory Criteria for Appointed Representative Status:

  • Competent Adviser Status within last 2 years
  • Minimum of £5,000 Capital Adequacy

Should you have any questions in relation to the above
criteria, or need further clarification, please contact
Regional Development Team
on 0121 767 1011 or email

Application Process

  1. Complete the relevant Application Forms as above (Retain copies for your own records)
  2. Send the forms to:  
    Membership Applications Department
    Trinity 3
    Trinity Park
    B37 7ES
  3. Await communication from Membership Applications Department to confirm your agency has been set up
    4. Start submitting business and taking advantage of PTFS' Top Commission Rates

To join as an Appointed Representative please complete:

For help on completing your application, please see the following guidance sheets:


Top of page | Print version
Personal Touch Financial Services Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England & Wales No.3406454. Trinity 3, Trinity Park, Solihull, Birmingham, B37 7ES. All calls to and from Personal Touch Financial Services Limited are recorded for training and monitoring purposes. This website is for intermediary use only and is not intended for the general public.