Investment business forms

Applications

Apply to be a principal / key person or update your information (PQ)

You can apply to be a principal / key person using our personal questionnaire form on myProfile. You can also update your information.

We do not accept paper-based applications.

If you are accessing the portal for the first time you will need to register.

Apply for an investment business registration

Application for Investment Business

Approvals

Get approval for a subordinated loan agreement

FS(J)L Subordinated Loan Agreement Proforma - Jersey lender
FS(J)L Subordinated Loan Agreement Proforma - Non-Jersey lender
Subordinated loan consent request checklist

Notifications

Notify us of ceasing to act as a principal / key person

Notification of ceasing to act as principal person / key person form

Make an outsourcing notification

Outsourcing notifications should be submitted to us via MyJFSC.

Read our Outsourcing policy.​

Submissions

Submit your annual fee return for an investment business

QSMA annual fee return form

Submit employee information about your investment business

QSMA notification of intention to rely form

Submit your quarterly statistics

You can now submit investment business class B quarterly assets returns and QSMA quarterly assets returns through myJFSC.