Returns/Forms

Financial returns

The requirements for annual reporting to the Authority are contained in the Insurance Act 2008 and the Insurance Intermediary (General Business) Regulations 2020.

Forms

Please find below, links to F&P forms:

• F&P1 Individual Questionnaire
• F&P2 Notification Only Form
• F&P3 Controller Questionnaire (for Controlled Functions R1)
• F&P4 Intermediate Controller Notification Form (for Controlled Function R3)
• F&P5 Controlled Function Cessation Form
  
• Regulatory Guidance - Fitness and Propriety

Please find below links to forms for exempt general insurance intermediaries:

• Exempt FCA Intermediary – Notice 5(2)(a)

• Exempt FCA Intermediary – Annual Regulatory Return 5(2)

Please find below a link to the Annual Regulatory Return for Isle of Man registered insurance intermediaries:

• Registered Intermediary – Annual Regulatory Return – Regulation 21