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Master trust authorisation: forms and guidance

You will need to complete a number of forms to support your application for master trust authorisation. There is guidance to help you complete these forms.

You should start your application using our online portal before you download and complete the forms.


Application index

You should use this to make sure you provide and signpost all the information and evidence required to complete your application.

Application index

Feedback from the readiness reviews

Fit and proper person checks

Systems and processes

Scheme financial details

Scheme funder