If you operate a scheme with RSA, we are going to need your help in order to make sure that we’re fulfilling our requirements for ELTO. As you will be holding all of the information about your clients, we will need you to pass over the pertinent parts to us on a monthly basis.

This information will be captured on the ELTO data capture form which you can download here.

This form will need to be completed every month with all of the new or renewed policies that contain an EL that have been issued under your scheme or authority. We would ask you to return these forms to your usual RSA contact by the 15th of the following month.

It’s important that we receive this data on this date every month so that we have enough time to check the data and upload it to the EL database in advance of the required time limits. Failure to get your returns in on time may leave RSA open to sanction by the FSA and may result in the terms of your delegation or scheme being re-evaluated.

The ELTO has put together a guide for brokers to assist them in filling in the capture form. Download the guide here.

We also have a FAQ section on this site that may be able to answer any questions that you have.