For CSPs

Join Our Provider Network

Isle of Man trust and corporate service providers can express interest in receiving potentially relevant client enquiries.

About the network

Isle of Man Company Formations reviews initial client requirements and identifies providers that may be relevant based on factors including required services, sector experience, jurisdictions, client profile and provider acceptance criteria.

Submitting an application does not guarantee inclusion in the network or receipt of enquiries. Every applicant is reviewed and vetted before joining the network. Provider information will be verified as part of the review process.

Participation is limited to providers whose regulatory status and relevant permissions can be verified. Any claimed licensing exemption must be evidenced and reviewed before approval.
Approved providers will be required to agree commercial referral terms before receiving enquiries. The introduction service is free for prospective clients, and your own fees are agreed directly with them.

Who can apply?

Applications are open to Isle of Man FSA-licensed providers holding Class 4 permissions only, Class 5 permissions only, or both Class 4 and Class 5 permissions. Providers claiming an applicable licensing exemption may also apply; the exemption basis must be stated.

Provider details

Companies Registry number, if applicable

If different from legal entity name

Regulatory details

If exempt from licensing, state the applicable exemption basis.

Select the class(es) under which your firm is licensed.

State any conditions, exclusions or limitations attached to your licence that affect the services or clients your firm may accept.

Structures, services and client criteria

List the structure types and services your firm provides, e.g. 1931 Act companies, 2006 Act companies, trusts, foundations, LLCs, limited partnerships, registered office, directorship, trustee.

Describe the types of clients your firm typically works with, e.g. HNW individuals, family offices, SMEs, institutional.

States or regions of clients your firm can accept.

Sectors, activities, client types or jurisdictions your firm does not accept.

Fees and onboarding capacity

Approximate minimum fee expectation for a standard engagement.

Your firm's current ability to accept new clients.

Confirmations

Submitting this application does not guarantee acceptance into the network or receipt of enquiries. Every applicant is reviewed and vetted before joining. If approved, you will be required to agree commercial referral terms before receiving enquiries.