Returns/Forms

Annual reporting

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

Annual Regulatory Returns for Isle of Man registered insurance intermediaries:

 Fully Registered Insurance Intermediary

• Registered Intermediary - Annual Regulatory Return
• Registered Intermediary - Annual Regulatory Return Guidance

Dual Regulated Insurance Intermediary

• Dual Registered Intermediary - Annual Regulatory Return
• Dual Registered Insurance Intermediary - Annual Regulatory Return Guidance

Exempt General Insurance Intermediaries

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

Forms

Notifications and breaches

• Notification and breaches form

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

Fitness & Propriety 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