Awards & Associations
Awards
Brokerplan / White Rose Finance Group Ltd – Highly Commended in the category ‘Broker Network of the Year 2023’
Brokerplan / White Rose Finance Group Ltd Shortlisted for ‘Broker Network of the Year 2023’
Brokerplan / White Rose Finance Group Ltd Shortlisted for ‘Commercial Mortgage Broker of the Year 2023’
Parent Company White Rose Finance Group Ltd – Finalist in the category ‘Commercial Mortgage Introducer of the Year 2023’
Brokerplan / White Rose Finance Group Ltd Shortlisted for ‘Broker Network of the Year 2022’
Parent Company White Rose Finance Group Ltd – Finalist in category ‘Commercial Finance Specialist Distributor of the Year 2021’
Parent Company White Rose Finance Group Ltd – Finalist in category ‘Commercial Finance Specialist Distributor of the Year 2020’
Industry Associations
The Brokerplan Launch Training is accredited by the London Institute of Banking and Finance (LIBF)
Read our blog post about gaining this accreditation Here
The Financial Intermediary and Broker Association (FIBA)
Brokerplan is an active member of FIBA with representation on both the FIBA Executive Committee and Education Committee in conjunction with the London Institute of Banking & Finance. By joining the network all ARs and RIs are granted full network membership, the cost of which is covered by the monthly support fee.
FIBA provides support to all types of professional finance intermediaries with the aim of growing their businesses by helping to deliver products and services to their clients.
The National Association of Commercial Finance Brokers (NACFB)
Established in 1992, the NACFB exists to support the broker community in sourcing funding solutions for UK SMEs. The Brokerplan Network is a longstanding and active member of the NACFB.
The NACFB provides access to:
- A panel of lenders from High Street Banks to specialist and boutique lenders
- An online suite of working template documents
- Listing on findsmefinance – on online portal offering UK businesses access to the Association’s
NACFB Membership is not included in the Brokerplan Network monthly support fee but a discounted membership package is available.
The Financial Conduct Authority (FCA)
FCA Authorisation has been a regulatory requirement in the Commercial Finance industry for all firms or individuals wishing to broker credit since 2013.
A firm or individual must either apply to the FCA for direct authorisation or elect to work under the supervision of an authorised Principal Firm as an Appointed Representative (AR) or a Registered Individual (RI). All Brokerplan network partners are provided with full FCA compliance support and guidance by the FCA principal broker (White Rose Finance Ltd).
The FCA registration process is reasonably straightforward and the partner is usually set up and able to trade within 4 weeks – A full understanding of FCA compliance is provided as part of the initial business training.
