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Eligibility criteria

Insurance Brokers and Financial Planners

If you would like to assess whether you are eligible for Corporate Chartered status, please contact us for more information.

MGA's and Insurers

If you're an MGA or an Insurer please contact us at B2Bsupport@cii.co.uk for more help.

Insurance criteria

Required criteria for insurers/insurance brokers/insurance underwriting agents.

Financial Planners criteria

Required criteria for Financial Planners