Paradigm to host AR to DA transition workshop

Mortgage Introducer

January 11, 2019

Paradigm Mortgage Services will host a direct authorisation transition workshop in London this month.

This is the mortgage club’s first ever AR to DA workshop, while it will take place on Thursday 24 January at the Grange Holborn Hotel.

Bob Hunt, chief executive of Paradigm Mortgage Services, said: “Many advisers use the Christmas and New Year holiday period to ponder not just the year ahead but whether now might be the right time to change their regulatory status, to move away from a network arrangement, or to leave their firm and set out on their own.

“The pathway to DA for such individuals and firms can seem challenging but this free workshop is aimed at demystifying this journey, setting out the process, and very importantly showing the support that is available.

“We will have presentations on leaving a network and what to be aware of, on what to expect in terms of FCA fees and timescales, plus we’ll look at the compliance and business requirements that come with being a DA.

“It is sure to be a very informative morning and we believe will help those who wish to make the transition, to plan their move and to get the most of it. We’re looking forward to this first workshop in London and to potentially running more of these around the country during 2019.”

There will be presentations from Paradigm chief executive, Bob Hunt; head of protection, Mike Allison; mortgage technical director, Christine Newell; head of proposition, David Ryder; and compliance partner, Graeme Stewart.

The goal is to help attendees better understand what to expect on becoming DA and what to consider when deciding whether it is the right time or move.

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