Notice of update to our Intermediary Terms of Business

A copy of the notice sent to you informing you that we are updating our Intermediary Terms of Business

See the notice PDF: 112KB

Intermediary Terms of Business (TOBA)

For business placed or adviser charges facilitated after 19th July 2023.

Download TOBA PDF: 613KB

Amendments to Legal & General's standard Intermediary Terms of Business

Important Notice:  This Q&A Document is intended for intermediaries that are authorised by the Financial Conduct Authority and is for information purposes only.  Its purpose is to give an explanation of the main changes that Legal & General has made to its standard Intermediary Terms of Business.  It is not intended to create any contractual rights or obligations between intermediaries and Legal & General. This document does not provide an exhaustive list of all changes made and Intermediaries should carefully read the amended Intermediary Terms of Business to ensure that they understand their rights and obligations.

Contracts and commission

We’ll let you know about any significant changes to these documents here in writing. If the Terms of Business change, we’ll tell you 10 business days before. Correspondence will be with your principal firm, so you may be advised via your principal network firm if you are an Appointed Representative.

Get in touch

Need more help? You can contact our Agency Enquiries team with your agency questions including registration, commission and fee payments. or call 0370 900 5010 10.30am to 1pm and 2pm to 3.30pm. We may record and monitor calls. Call charges will vary.