- MGAA

Membership Application Form

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1Introduction

2Privacy, Data and Disclosure

3Primary Contact Details

4Organisation Details

5Financial Strength

6Regulatory & Compliance

7Registered Address

8Senior Leadership Team

9Member Key Contacts

10Invoicing Address

11Invoicing Contact Details

12Products & Services

13Lloyd's

14Distribution Strategy

15Technology

16Portfolio Mix & GWP

17GWP

18Product Lines

19Claims Model

20General Information

21Organisation Demographics

22Membership Payment

23Complete and Submit

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Membership Level Conditional

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Membership Level

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Payment Preference

Introduction

We are delighted that you are looking to join the MGAA.

This application form is separated into sections. As you proceed through the form, your progress will be saved along the way so that you can return to it at a later date if required.

Please note that the questions marked with an asterix are compulsory. For example: Email address*

Why are the MGAA asking for this information?

We are requesting this data to allow us to authoritatively represent the MGA community for several crucial reasons.

Firstly, comprehensive membership data allows the MGAA to accurately assess the size, demographics, and interests of the MGA community, enabling us to tailor our services, events, and advocacy efforts to better suit the needs and preferences of our members.

Secondly, such data facilitates effective communication and engagement with our members, ensuring that important information, updates, and opportunities reach the intended audience efficiently.

Finally, by maintaining a database of members, we can demonstrate the strength and diversity of the MGA community to stakeholders, including policymakers, sponsors, and industry partners, thereby enhancing the organisation's credibility and influence within the wider insurance sector.

Privacy and Data

As the Managing General Agents’ Association, our mission is to wholeheartedly represent our members within the UK and Republic of Ireland MGA Community with expertise, knowledge, enthusiasm and relevance.

In order to accurately represent the MGA Community and understand the make-up of our membership, it is important that we gather data that reflects financial and operational trading activities.

We are acutely aware of the importance of maintaining privacy. We will be designated as a data controller for any data we obtain from you and your respective employers and as such, we will be responsible for complying with all relevant and future data protection laws. How we hold your data can be found in our Privacy Policy.

View Our Privacy Policy

Disclosure

You are applying to become a member of the Managing General Agents’ Association as a Managing General Agent.

Please ensure that all information is correct and that you answer all questions accurately as these details will form the basis of your membership. Any incorrect information could invalidate your application, or subsequent membership of the MGAA.

Before submitting this application to the MGAA for consideration, you agree that:

a. You are a shareholder, director or officer of the organisation/entity mentioned in this proposal, or you have gained the necessary permission from a shareholder, director of the organisation/entity to complete and submit this application on their behalf.

b. The organisation/entity mentioned in this proposal underwrites and accepts risks on behalf of one or more authorised (re)insurance company or companies, or Lloyd’s syndicates as the greater proportion of their business activities, and has a core fiduciary duty to these (re)insurer/s.

c. Your organisation/entity is regulated by the FCA, CBI or equivalent regulatory body recognised within its territory.

d. The organisation/entity or directors therein have not been subject to disciplinary sanctions (or are currently the subject of any investigation) by the FCA/CBI or any other professional and/or membership body or regulatory authority.

e. Your organisation/entity has not been involved in liquidation, receivership, bankruptcy, dissolution, high court writ, voluntary winding up orders, striking off, or similar procedure pending or been subject to receiving order or county court judgement nor feature on the UK or any other Sanctions List.

f. Your organisation/entity does not have a director, partner or proprietor that has been convicted of any criminal offence (not treated as a spent conviction under the Rehabilitation of Offenders Act 1974) other than motoring convictions, nor feature on the UK or any other Sanctions List.

g. On acceptance into membership you will sign and return the MGAA’s Code of Ethics and ensure to uphold these ethics and undertake no activity that might bring the Managing General Agents’ Association into disrepute.

h. You will ensure that membership fees due will be paid in a timely manner and in accordance with the 30-day credit terms afforded to your organisation.

i. You acknowledge that MGAA membership operates on a common renewal date of 1st September each year. Where notification of lapsing of membership is received after 1st September, your organisation will be liable for a pro-rated charge of the full annual membership fee for each day beyond this date until such notification is received.

Consent*

I confirm I have read and agree that the above statements are true and I agree to the Terms & Conditions.*

View Our Terms and Conditions

Privacy and Data

As the Managing General Agents’ Association, our mission is to wholeheartedly represent our members within the UK and Republic of Ireland MGA Community with expertise knowledge, enthusiasm, and relevance.

In order to understand the scope of your objectives to work with the MGA Community and how they can help our members to improve their financial and operational trading activities, it is important that we gather information accurately and that this suitably represents your business. We also look to understand what makes a successful membership for our Market Practitioner members.

We are acutely aware of the importance of maintaining privacy. Keeping member personal data secure and complying with all relevant data protection laws is at the forefront of our minds. We will be designated as a data controller for any data we obtain from you and your respective employers and as such, we will be responsible for complying with all relevant and future data protection laws. How we hold your data can be found in our Privacy Policy.

View Our Privacy Policy

Disclosure

You are applying to become a member of the Managing General Agents’ Association as a Market Practitioner.

Before submitting this application to the MGAA for consideration, you agree that:

b. The organisation/entity mentioned in this proposal provides capacity directly to Managing General Agents and/or specialises in placing Managing General Agents' business portfolios with capacity providers on a direct or reinsurance basis.

c. Your organisation/entity is regulated by the FCA, CBI, PRA or equivalent regulatory body recognised within its territory.

d. The organisation/entity or directors therein have not been subject to disciplinary sanctions (or are currently the subject of any investigation) by the FCA/CBI/PRA or any other professional and/or membership body or regulatory authority.

e. Your organisation/entity has not been involved in any liquidation, receivership, bankruptcy, dissolution, high court writ, voluntary winding up orders, striking off, or has a similar procedure pending or has been subject to a receiving order or county court judgment and does not feature on the UK or any other Sanctions List.

f. Your organisation/entity has not had a director, partner or proprietor who has been convicted of any criminal offence (not treated as a spent conviction under the Rehabilitation of Offenders Act 1974) other than motoring convictions nor feature on the UK or any other Sanctions List.

h.You will ensure that membership fees due will be paid in a timely manner and in accordance with the 30-day credit terms afforded to your organisation/entity.

Consent*

I confirm I have read and agree that the above statements are true and I agree to the Terms & Conditions.*

View Our Terms and Conditions

Privacy and Data

As the Managing General Agents’ Association, our mission is to wholeheartedly represent our members within the UK and Republic of Ireland MGA Communities with expertise, knowledge, enthusiasm, and relevance.

In order to understand your products and services and how they can help our members to improve their financial and operational trading activities, it is important that we gather information accurately and that this suitably represents your business. We also look to understand what makes a successful membership for our Supplier members.

View Our Privacy Policy

Disclosure

You are applying to become a member of the Managing General Agents’ Association as a Supplier.

Before submitting this application to the MGAA for consideration, you agree that:

b. The organisation/entity mentioned in this proposal provides or wishes to provide, products and services to managing general agents to improve their financial and operational trading activities.

c. Your organisation/entity is regulated by the relevant governing and regulatory bodies where relevant.

e. Your organisation/entity has not been involved in any liquidation, receivership, bankruptcy, dissolution, high court writ, voluntary winding up orders, striking off, or has a similar procedure pending or been subject to receiving order or county court judgement and does not feature on the UK or any other Sanctions List.

g. On acceptance into membership you will sign and return the MGAA’s Code of Ethics and ensure best endeavours to uphold these ethics and undertake no activity that might bring the Managing General Agents’ Association into disrepute.

h. You will ensure that membership fees due will be paid in a timely manner and in accordance with the 30-day credit terms afforded to your organisation/entity.

j. All new applications received on or after 1 March 2026 are subject to a £1,800 once off exhibiting fee if opting to exhibit at the MGAA Annual Conference in July 2026

Consent*

I confirm I have read and agree that the above statements are true and I agree to the Terms & Conditions.*

View Our Terms and Conditions

Primary Contact Details

First Name*

Last Name*

Job Title*

Email Address*

Contact Number*

Consent*

I agree to receive MGAA communications*

By ticking this box you are confirming that you are the individual named and are giving consent for yourself. Other contacts will be emailed separately to confirm their preferences.

Organisation Details

Organisation Name*

Address Line 1*

Address Line 2

Address Line 3

Town*

County

Postcode*

Country*

Website URL*

Who is your organisation owned by?*

Owner Name*

Who provides your Professional Indemnity Insurance?*

What is your Professional Indemnity Insurance Limit in GBP*

Financial Strength

Please provide financial rating*

If Other - please provide name of credit rating agency*

Rating*

If unrated, please provide Solvency Ratio

Regulatory & Compliance

Are you regulated by the FCA or Territory Equivalent? If Yes, please provide details below.*

PRA Firm Reference Number (FRN)*

FCA Firm Reference Number (FRN) or Territory Equivalent*

Name of Regulated entity if not the applying entity

Companies House Registration Number or Territory Equivalent*

Name of Companies House Registered Company (if different from Organisation Name)

Is your Organisation an Appointed Representative?*

If yes, what is the name of your Principal?*

Registered Address

Address same as organisation

Check box if same as address in Organisation Details

Address Line 1*

Address Line 2

Address Line 3

Town*

County

Postcode*

Country*

Senior Leadership Team

(CEO, CFO, CUO etc.)

First Name*

Last Name*

Job Title*

First Name

Last Name

Job Title

First Name

Last Name

Job Title

First Name

Last Name

Job Title

How many staff do you employ including Directors?*

Please enter a number greater than or equal to 0.

Member Key Contacts

Membership Directory Contact

These contact details will be displayed in the publicly available Membership Directory on the MGAA website.

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Contact same as primary

Check box if same as contact in Primary Contact Details

First Name

Last Name

Contact Number

Email Address*

Membership Directory Contact

These contact details will be displayed in the publicly available Membership Directory on the MGAA website. They will also be listed within our Broker Services area, enabling prospective customers and partners to contact you about your products and services.

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Contact same as primary

Check box if same as contact in Primary Contact Details

First Name

Last Name

Contact Number

Email Address*

Other Contacts

All of the following contacts will have MGAA user accounts created and their details will not be visible in the Membership Directory or Broker Services Area.

Compliance Contact

Do you use a Compliance resource? If yes, Compliance contact details to be completed.*

Contact same as primary

Check box if same as contact in Primary Contact Details

First Name*

Last Name*

Job Title*

Contact Number*

Email Address*

Billing Contact

This will be the person responsible for approving payment to the MGAA.

Contact same as primary

Check box if same as contact in Primary Contact Details

First Name*

Last Name*

Job Title*

Contact Number*

Email Address*

Underwriting Contact

Contact same as primary

Check box if same as contact in Primary Contact Details

First Name*

Last Name*

Job Title*

Contact Number*

Email Address*

Claims Contact

Do you have a Claims resource? If yes Claims contact details to be completed.*

Contact same as primary

Check box if same as contact in Primary Contact Details

First Name*

Last Name*

Job Title*

Contact Number*

Email Address*

Marketing Contact

This is the person we’ll contact about marketing opportunities to promote your business within the MGA community.

Contact same as primary

Check box if same as contact in Primary Contact Details

First Name*

Last Name*

Job Title*

Contact Number*

Email Address*

MGA Schemes Contact

Contact same as primary

Check box if same as contact in Primary Contact Details

MGA Schemes First Name*

MGA Schemes Last Name*

MGA Schemes Job Title*

MGA Schemes Telephone Number*

MGA Schemes Email Address*

Invoicing Address

Billing same as org

Check box if same as address in Organisation Details

Address Line 1*

Address Line 2

Address Line 3

Town*

County

Postcode*

Country*

Invoicing Contact Details

Would you like to provide an accounts contact or generic accounts email address to receive a copy of your invoice?

First Name

Last Name

Contact Number

Email Address*

Is Billing Payee different from Organisation Name?*

If Yes - Payee Name*

Products & Services

Would you like your organisation to be displayed within our Membership Directory?*

Please select to which territories your products and services will extend. Please select all that apply.*

Please carefully consider how you complete the next two fields as these will allow your business to be discoverable in our Membership Directory.

Please select the categories of products & services that you provide. Select all that apply.*

Not sure which category best fits your business? Click here to view a detailed breakdown of the business types included in each category.

Please provide a concise summary that captures your offerings, emphasises your unique features and identifies your target audience.*

Please include all relevant key words, for discoverability.

Which of our Supplier Membership benefits do you envisage utilising? Select all that apply.*

Does your organisation currently provide products & services to:

MGAs?*

Please indicate the number of MGAs you currently partner.*

Please enter a number greater than or equal to 1.

How many years has your business been working with MGAs?*

Please enter a number greater than or equal to 0.

Please provide the names of MGAs you are currently working with.

What products and services are you providing to these MGAs?

Does your organisation currently provide products & services to:

Lloyd's Coverholders?*

Insurance Companies?*

Brokers?*

Other MGAA Supplier Members?*

Other?*

Lloyd's of London

Do you engage directly with Lloyd's of London*

If yes - in what capacity?*

Are you a Lloyd's Coverholder?*

Is your binder currently active?*

Total GWP placed with Lloyd's (GBP)*

Do you operate a Lloyd's Syndicate?*

Syndicate 1 - Name*

Syndicate 2 - Name

Syndicate 3 - Name

Syndicate 1 - Name*

Syndicate 2 - Name

Syndicate 3 - Name

Company name featured in Lloyd's directory *

Check box if same name as specified in Organisation Details

Company name featured in Lloyd's directory*

Company name featured in Lloyd's Atlas *

Check box if same name as specified in Organisation Details

Company name featured in Lloyd's Atlas*

Proprietary platform used*

This is your technology partner responsible for migrating data to and from Lloyd's on your behalf.

Is your binder Continuous or Annual?*

Distribution Strategy

Via Broker*

If Yes - % of business via broker*

Please enter a number from 0 to 100.

If Yes - How many producing brokers do you work with?*

Digital direct to consumer*

This should include any business done directly with consumer, as well as distributed via affinity partnerships or professional such as mortgage advisors.

if Yes - % of business direct to consumer*

Please enter a number from 0 to 100.

Do you act as a Managing General Underwriter?*

If Yes - % of business transacted as a Managing General Underwriter?*

Please enter a number from 0 to 100.

Number of Coverholders*

Technology

Do you conduct business by eTrade/digital?*

% of business conducted via eTrade/digital?*

Please enter a number from 0 to 100.

Do you use placing platforms, outside of transacting with Lloyd's of London?*

Names of placing platforms used*

Do you consider yourself an insurtech?*

i.e. In carrying out your MGA business, you leverage technologies such as AI, machine learning, blockchain, and data analytics to enhance user experiences, reduce manual processes, and boost profitability.

Which company is your main software platform provider?*

If Other, Please enter below

Portfolio Mix & GWP

Policy Count*

Please enter a number greater than or equal to 0.

Currency Type*

Are you currently actively binding business as an MGA or MGU?*

Please indicate your product portfolio. Select all that apply.*

Please indicate the territories relevant to your portfolio. Select all that apply.*

Please complete the following fields with your GWP in the currency as indicated above. Please input 0 if none.

Commercial UK GWP*

Commercial ROI GWP*

Commercial Europe (excluding ROI) GWP*

Commercial International GWP*

Personal Lines UK GWP*

Personal Lines ROI GWP*

Personal Lines Europe (excluding ROI) GWP*

Personal Lines International GWP*

Accident and Health UK GWP*

Accident and Health ROI GWP*

Accident and Health Europe (excluding ROI) GWP*

Accident and Health International GWP*

Life UK GWP*

Life ROI GWP*

Life Europe (excluding ROI) GWP*

Life International GWP*

Total GWP

Gross Written Premium (GWP)

Policy Count*

Please enter a number greater than or equal to 0.

Currency Type*

Annual GWP. Please input '0' if none.

UK*

Please enter a number greater than or equal to 0.

Republic of Ireland (ROI)*

Please enter a number greater than or equal to 0.

Europe (excluding ROI)*

Please enter a number greater than or equal to 0.

International*

Please enter a number greater than or equal to 0.

Product Lines

Do you provide ancillary products?*

Product Line 1*

Product Line 1 Provider*

Product Line 2

Product Line 2 Provider

Product Line 3

Product Line 3 Provider

Do you offer premium finance?

Who is your premium finance provider?

Do you place business in the Open Market outside of your Binder Carriers?*

If the answer is yes, please tell us at which percentage you place business with the Open Market

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Do you place business with the Open Market?

Please enter a number less than or equal to 100.

What is your average binder termination clause period?*

Please provide all product lines as these will aid Brokers to find your business within our Directory.

Please select each product line only once. If a product line has multiple capacity providers, list them in the Capacity Provider field separated by commas, or simply enter 'Various' if there are too many to list.

Product Line type*

Email info@mgaa.co.za for additional product lines not listed.

Membership Application Form

Introduction

We are delighted that you are looking to join the MGAA.

Why are the MGAA asking for this information?

Privacy and Data

Disclosure

Privacy and Data

Disclosure

Privacy and Data

Disclosure

Primary Contact Details

Organisation Details

Financial Strength

Regulatory & Compliance

Registered Address

Senior Leadership Team

Member Key Contacts

Membership Directory Contact

Membership Directory Contact

Other Contacts

Compliance Contact

Billing Contact

Underwriting Contact

Claims Contact

Marketing Contact

MGA Schemes Contact

Invoicing Address

Invoicing Contact Details

Products & Services

Lloyd's of London

Distribution Strategy

Technology

Portfolio Mix & GWP

Gross Written Premium (GWP)

Product Lines

Please provide all product lines as these will aid Brokers to find your business within our Directory.

Claims Model

General Information

Capacity Opportunities

Company Bio

Organisation Demographics

Membership Payment

Complete and Submit