Fees

Introducer fees are based on declared revenue generated from the equity release market in the previous financial year before joining/renewal.

Small
Up to £500k

£803

Medium
Up to £1m

£2,675

Large
More than £1m

£8,025

Please note: 

A one-off application fee of £70 applies and membership fees are exempt from VAT.

Introducers

The Council welcomes applications from introducers and referral partners in the market.

Under our due diligence policy:

  • We expect your organisation is regulated by the Financial Conduct Authority.
  • We expect your organisation is registered with the Information Commissioner’s Office.
  • We may request to review your organisation’s privacy policy, website and consumer-facing literature.
  • We will conduct a meeting to understand your organisation’s structure and process for referring consumers.

Do you need more information?

Please contact Laura Gibson, our Membership Business Development Manager if you’d like to discuss membership, and the related benefits in more detail.

E: [email protected]

M: 07826 415096

Connect with Laura on LinkedIn

Ready to join?

  • You must complete a firm application and an individual application for each member of staff in your organisation that you’d liked to be linked to the membership.
  • Please note we do not accept individual applications without also receiving a firm’s application, except for those being added to an existing firm membership.
  • The Council reserves the right to change fee rates at point of renewal.
  • Applications take up to four weeks to process. We will keep you updated along the way.
  • Fees are payable once your application has been approved, upon receipt of the invoice.
  • Please contact [email protected] with any queries.

Click apply now to be taken to our dedicated application hub.