A trusted regulatory umbrella

Appointed Representation essentially enables firms that run regulated activities (i.e. investment products) to conduct those activities under the umbrella of a directly authorised company, like WealthKernel.

WealthKernel is an AR “Principal”, which means we are allowed to share our regulatory permissions (and as such are required to ensure those using them comply with the same rules) to help businesses come to market faster.

As an AR, you must understand and comply with, and if you want to conduct any regulated activities outside this scope, you have to become authorised in your own right.

FAQs

What is an Appointed Representative?
How do I become an Appointed Representative?
What permissions do I need?
What are the benefits of becoming an AR?
What are the downsides to becoming an AR?

Navigating jurisdictions and regulatory environments

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