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Intermediary Panel Application

To join our registered broker panel, and start doing business with us, simply fill in the details below.

Intermediary Details

FCA Registration

Is the firm:

Consumer Credit Activities

Treating Customers Fairly

Supporting Documents

To progress your application please tick to confirm you will supply copies of the following documents:

    • Have you been subject to disciplinary action by the firm, FCA or any supervisory body
    • Have you been convicted of a criminal offence
    • Have you had a CCJ registered against you
    • Have you entered into an arrangement with creditors
    • Have you been the subject of a receiving order
    • Have you been the director of a company subject to winding up procedures

Please return to our Mortgage Sales Team via email to, by fax to 01473 278600 or by post to Ipswich Building Society, PO Box 547, Ipswich IP3 9WZ.

Terms of Business

By joining our panel you agree to accept our general terms of business for intermediaries, as follows. The Society reserves the right to remove you from its intermediary panel if you do not adhere to the general terms:

It is your responsibility to ensure that:

  • You always have your customer’s authority to act on their behalf, and their permission to pass information to the Society
  • Your customer is fully aware, that when the Society searches their credit file to assess either an AIP or Application, a record of that search will be left (i.e. it will leave a hard footprint on the customers records)
  • You have all the appropriate, current authorisations from the Financial Conduct Authority (FCA) to submit applications
  • You will hold the relevant permissions with the FCA to conduct Consumer Credit Activities and Professional Indemnity Insurance cover at all times
  • You only submit business for your own customers and you will not process or submit any business through us on behalf of another adviser
  • The Society can carry out ongoing reviews when required to assess your ongoing panel membership.


Intermediary Declaration

  • I confirm that in accordance with current Anti Money Laundering Regulations, I will have undertaken appropriate ‘Know Your Customer’ checks including the verification of identity and recording the details of all mortgage applicants before passing applications to Ipswich Building Society
  • I confirm that any information Ipswich Building Society holds about me and how I use their website may be used for monitoring and management information purposes. This may be shared with the management team within my own organisation
  • I indemnify Ipswich Building Society in respect of any liability, losses, damages or costs it may incur arising from a breach of my warranties and/or obligations, imposed by these terms of business, or by reason of any misrepresentation or negligent, or fraudulent act or default by me
  • I agree to Ipswich Building Society making checks as they deem necessary prior to appointing me to their intermediary panel, and at any future time, including credit checks,  business searches and ongoing business reviews.