Being DA with New Leaf

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

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Step 1: Initial Meeting

Initially you will meet with our specialist DA consultant to explain the process and expected timescales.

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Step 2: FCA Application

We manage your FCA Authorisation Application and assist with your business plan.

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Step 3: Roadmap

The next step will involve arranging PII and setting up of recommended systems. We'll also discuss marketing strategy and opportunities.

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Step 4: Launchpad

Authorisation achieved!
Your DA Consultant will meet with you to assist with your registrations and help get you started.

Directly Authorised Benefits

Initial Fee

  • Assistance with full FCA Application
  • Business Plan
  • IT Assessment
  • Diamond Club & Zenith Agency Setup
  • Full T&C System

IFA Supervision

  • Includes Paraplanning
  • Risk Rated File Checks
  • Enjoy New Leaf discounts on selected platforms and DFMs

Mortgage & Protection

  • Risk Rated File Checks
  • Invitation to all Training & Events
  • Benefit from Diamond Club
  • Enjoy the best WOM Protection Rates
All with no percentage charge on turnover!
Being DA with New Leaf - Enquiry Form