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Intermediary registration/amendment

Please email Intermediaries@halifax.co.uk to register as a new user to Halifax Intermediaries or if an existing introducer to Halifax to request an additional payment route to a mortgage club/network or amend the details we hold about your company.

Email Intermediaries@halifax.co.uk with the following information. All details are mandatory:

  1. Type of request – please state one:
    • New contact (new to Halifax)
    • New/additional payment route
    • Amend intermediary details – provide what details you wish to amend and current active online User ID.
  2. Personal details

    Before providing the personal information below, please view our Privacy Notice.

    Provide all of the following:

    • Title
    • Forename
    • Middle name(s)
    • Surname
    • Company name
    • Address (including Post Town and Post Code)
    • Telephone number
    • Mobile number
    • Email address
    • Name of business development manager (if applicable)
    • Name of your network/mortgage club/payment route(s)*.

    *If you are registered as an appointed representative please ensure that the required payment route has been authorised by your principal.

  3. Mortgage regulation permissions

    Appointed representative – provide:

    • Company FCA number
    • Principal FCA number
    • Principal name.

    Directly authorised – please provide:

    • Company FCA number.

In certain cases we may need further information to complete our processes. If this is the case we will contact you via telephone or email.

Please note: Failure to provide this information or withdrawal of your application may jeopardise your relationship with other Lloyds Banking Group panels.

Email messages passing over the internet are not secure and could be intercepted and read by someone else. Please only include the information requested and check the recipient’s email address is correct before sending.

Our tracker rate mortgages are linked to Bank of England bank rate (also known as Bank of England repo rate). Details of this rate can be found on the Bank of England website at www.bankofengland.co.uk.

For independent information on mortgages, visit the website 'Money Advice Service'.

If you do not have professional experience, you should not rely on the information contained in this communication. If you are a professional and you reproduce any part of the information contained in this communication, to be used with or to advise retail clients, you must ensure it conforms to the Financial Conduct Authority's advising and selling rules. This site is intended for UK residents unless otherwise stated.

Halifax is a division of Bank of Scotland plc. Registered in Scotland No.SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. Copyright © , Halifax plc. All rights reserved.