The event is targeting firms keen to move from appointed representative (AR) to DA status, or individuals new to the industry or advice firms keen to set up as a DA.
The workshop is in London on Thursday 24 January at the Grange Holborn Hotel with registration starting at 10am.
There will be a raft of presentations from senior Paradigm staff providing an insight into what is involved in the process, and the support that can be provided with the FCA Application.
Presentations from Paradigm CEO Bob Hunt, head of protection Mike Allison, mortgage technical director Christine Newel, head of proposition David Ryder, and compliance partner Graeme Stewart, will help attendees to:
• Increase understanding of what to expect on becoming DA,
• Understand what to consider when deciding whether it is the right time or move,
• Outline the initial and ongoing costs involved in going DA,
• Detail the support that Paradigm can offer.
Confidential attendance
Attendance at the half-day event will be confidential and no third-party lenders, providers, networks or support service firms will be at the workshop.
Breakfast and lunch will be provided and those interested can register here.
Bob Hunt, chief executive of Paradigm Mortgage Services, said: “Many advisers use the Christmas and New Year holiday period to ponder not just the year ahead but whether now might be the right time to change their regulatory status, to move away from a network arrangement, or to leave their firm and set out on their own.
“The pathway to DA for such individuals and firms can seem challenging but this free workshop is aimed at demystifying this journey, setting out the process, and very importantly showing the support that is available.”
He added: “We’re looking forward to this first workshop in London and to potentially running more of these around the country during 2019.”
