Directly Authorised Opportunity
All the benefits of being with our network whilst having total control over your business
We will manage you like an AR to give you the best advice and protection
4 Step Process to being DA with New Leaf
Step 1: Initial Meeting
Initially you will meet with our specialist DA consultant to explain the process and expected timescales
Step 2: FCA Application
We manage your FCA Authorisation Application and assist with your business plan
Step 3: Roadmap
The next step will involve arranging PII and setting up of recommended systems. We'll also discuss marketing strategy and opportunities
Step 4: Launchpad
Authorisation achieved! Your DA Consultant will meet with you to assist with your registrations and help get you started
Benefits & Pricing
Initial Fee
£1000+VAT
Assistance with full FCA Application
Business Plan
IT Assessment
Diamond Club & Zenith Agency Setup
Full T&C System
Monthly IFA Supervision
£1200+VAT for the first Adviser
Includes Paraplanning
Risk Rated File Checks
from £400+VAT for subsequent IFAs
Enjoy New Leaf discounts on selected platforms and DFMs
Monthly Mortgage & Protection Fee
£600+VAT for the first Adviser
Risk Rated File Checks
Invitation to all Training & Events
Benefit from Diamond Club
from £235+VAT for subsequent Advisers
Enjoy the best WOM Protection Rates
No percentage charge on turnover!
Contact us...
Regulatory Statement
New Leaf Distribution offering for Directly Authorised businesses is not authorised by the Financial Conduct Authority and full regulatory risk is retained by the Directly Authorised business