Unsure how you wish to operate under the new financial advice regime?

The new regime provides flexibility to structure a business in a way that makes the most sense to you.

We’ve created an easy-to-navigate tool to guide you through some of the options. It covers some of the more straightforward ways you can operate and includes factsheets and guides to help you prepare for the start of the new regime on Monday 15 March 2021.

'Explore your options' is a guide to get you started. It does not cover all possibilities – for example, the more complex business arrangements (including authorised bodies) or those that mostly apply to larger organisations are not included.

It should therefore only be used as a general guide, and it is not a substitute for getting professional advice about your particular circumstances.

Explore your options