Welcome to the latest edition of Broking Business – June 2026, featuring the latest articles and industry updates from our Insurance Intermediary team.
This issue covers key regulatory and compliance developments affecting insurance intermediaries, including governance requirements for Appointed Representatives and EU intermediaries operating through UK branches, alongside important considerations around CASS 5 and client money audits.
It also explores strategic tax considerations for businesses, including the UK tax implications of group simplification, helping firms better manage structure, risk and efficiency.
Read the latest articles and industry updates
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Governance of Appointed Representatives and EU intermediaries with a UK branch: What FCA principals must do now
FCA scrutiny of appointed representative governance is increasing. Learn what FCA principals must do to strengthen oversight, meet obligations and prepare for AR reforms.
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EU intermediaries with UK branches: What firms need to know about CASS 5 and client money audits
EU intermediaries operating UK branches face ongoing confusion around CASS 5 and client money audits. Learn FCA requirements, post-TPR implications and what firms should do now.
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Group simplification
Understand the UK tax implications of group simplification, including degrouping charges, VAT risks, loss utilisation and stamp duty reliefs.
