Handbook Forms and Templates

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  • Appointed representative or tied agent - change details

    Chapter: 12 Annex 4R

    Effective Date: 1st October 2018

  • Short Form A - Incoming EEA Only

    Chapter: 10A

    Effective Date: 1st October 2018

  • Short Form A – Small non-directive insurers only

    Chapter: 10A Annex 4D

    Effective Date: 1st October 2018

  • Short Form A – EEA Relevant Authorised Persons Only

    Chapter: 10C Annex 2D

    Effective Date: 1st October 2018

  • Data items for SUP 16.12

    Chapter: 16 Annex 24R

    Effective Date: 1st October 2018

  • Guidance notes for data items in SUP 16 Annex 24R

    Chapter: 16 Annex 25G

    Effective Date: 1st October 2018

  • Long Form A – Small non-directive insurers only

    Chapter: 10A Annex 4D

    Effective Date: 1st October 2018

  • Long Form A – Large non-directive insurers only

    Chapter: 10A Annex 4D

    Effective Date: 1st October 2018

  • Guidance notes for the data item in SUP 16 Annex 29R

    Chapter: 16 Annex 29AG

    Effective Date: 1st October 2018

  • Long Form A – Solvency II firms only

    Chapter: 10A Annex 4D

    Effective Date: 1st October 2018

  • REP015

    Chapter: 16 Annex 43A

    Effective Date: 30th September 2018

  • REP016

    Chapter: 16 Annex 43A

    Effective Date: 30th September 2018

  • Employers' Liability Insurance compliance return

    Chapter: 16 Annex 44A

    Effective Date: 28th September 2018

  • Form K - Conversion Notification Form

    Chapter: TP 10.23.1

    Effective Date: 28th September 2018

  • REP018 Operational and Security Risk reporting form

    Chapter: 16 Annex 27GD

    Effective Date: 29th June 2018

  • Form of Waiver: Energy Market Participant

    Chapter: 21 Annex 1

    Effective Date: 29th June 2018