AR or DA? The Route That Fits the Adviser You Want to Become

Choosing between Appointed Representative (AR) and Directly Authorised (DA) status is one of the most significant decisions an adviser can make. Both routes offer advantages, but they also come with very different responsibilities, risks, costs, and opportunities. In this practical webinar, we'll explore the realities of both models and provide an honest assessment of where each works best. Whether you're considering greater independence, evaluating support structures, or planning your long-term future, this session will help you make a more informed decision. What You'll Learn: •The key differences between AR and DA. •The responsibilities associated with each route. •The commercial implications of both models. •How to align your structure with your long-term goals. Speakers: •Lewis Byford – Co-Founder, The Financial Planning Club •Lee Old – Co-Founder, Antony George •David O'Hara – Co-Founder, Corbel Partners •Paul Heath – Co-Founder, Corbel Partners