Bulk checks, watching and API

The pages here are free. What is not free is doing this for every adviser on a panel, every quarter, and catching the one whose authorisation ceased.

Who does this at volume

• Licensees and dealer groups. Your own authorised representatives are your compliance problem. The register is the external record of who you are on the hook for.
• Platforms, insurers and lenders that accept business from advisers and need to establish, at the time of each application, that the adviser was authorised.
• Recruiters and acquirers, for whom 277 disciplinary actions and 466 CPD failures across the register are exactly the history a résumé omits.

What we can do on your list

• Resolve a list. Send names or adviser numbers; get back a CSV with the current authorisation, the licensee, the controlling entities, every licensee the adviser has worked under, and any disciplinary action or CPD failure recorded.
• Watch a panel. We compare each collection with the last and tell you what moved — an authorisation ceased, a licensee changed, a disciplinary action appeared.
• Query it. A JSON endpoint by adviser number.

Priced case by case. Say what you need and we answer with a figure and a sample against your own data.

Tell us what you need to check

Describe the list or the watch. We reply with a sample run against your own data, and a price. No payment is taken on this site.

Every request is answered by hand. Your details are used to reply and nothing else — see the privacy page.

Want the register as a dataset instead? The prepared datasets, with prices.