Broker Application |
APPLICATION PACKAGE
Receive a Broker Application Package by reading the information here and submitting your info above to start the process. |
COMPANY NET WORTH
Minimum $25K or State requirement, whichever is greater.
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FIDELITY BOND E&O INSURANCE
If applicable. |
QUALITY CONTROL PLAN
Required to initial the Quality Control/Internal Audit Certification located on the Client Application delegating Quality Control responsibilities to PR Wholesale. |
REFERENCES
Satisfactory references from Investors and/or Agencies. Document good standing relationships and the term of the relationship, if possible. |
CREDIT HISTORY
Personal Broker Credit is not pulled during the broker approval process. |
FINANCIAL STATEMENTS
- Current YTD balance sheet and P&L
- Financial statements
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