Find ARs by type
Search appointed representatives by classification and current principal relationship to identify investment-manager ARs that could become potential targets.

Map appointed representatives, principal firms, institutional AR platforms, permissions, classifications, relationship dates, people movement, and regulatory changes in one workflow.

AR and principal relationships
FCA-regulated firms
monthly role changes
Use cases
Each workflow starts with a specific market question and turns the answer into a list, monitor, export, or client-ready brief.
Search appointed representatives by classification and current principal relationship to identify investment-manager ARs that could become potential targets.

Find authorised principal firms with five or more current appointed representatives in investment-management segments so you can build and monitor a competitor set.

Open a principal firm profile, review current and previous appointed-representative relationships, and export current relationship rows to CSV.

Example searches
These are starter searches. Each can be narrowed by market, location, permission, role, firm type, or recent change.
FAQs
Yes. Hackford includes appointed representative and principal relationships and makes them searchable for market mapping and monitoring.
Hackford can help teams track market structure, firm status, permissions, and relationship changes that are visible in public regulatory data.
More solutions
Bring a target segment or regulatory question and Hackford can show the searches, lists, and exports that fit it.
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