Financial Options

Reading a Provider Card

Every provider in Pro Kit has its own card. What each part of the card tells you, from the type badge and features to the verified date and stance label.

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Each provider in the directory is shown as a card. From top to bottom, a card shows:

1. Name, logo and type

The provider's name and logo, with a badge saying what kind of firm it is, such as EMI, Credit Union or Insurer. The badge's colour matches its CIFAS stance. See The six categories for what each badge means.

2. Description and features

A short summary of what the provider offers, followed by its key features, each with a green tick. These are written automatically by our system from the provider's regulatory record and its own published information, so they can occasionally be out of date or wrong. Always check the details on the provider's website before you apply.

3. Verified date

Verified and a date is the last time the provider's website was checked and confirmed to be live and operational. A newly listed provider shows Added and a date, or Recently added. See Weekly checks and verified dates.

4. Community feedback

A bar showing what Pro Kit members have reported for this provider: how many reports there are, and how many members were accepted and declined. Green is accepted and red is declined. A provider nobody has reported on yet shows No reports yet. These are the same counts as on the My feedback page, and they're reports from members, not a prediction about you.

5. CIFAS stance

One of three labels: Generally accepts, Likely to accept or Case by case. Tap the small info icon beside it for a short explanation. The label shows how open the provider is to people with CIFAS markers for this product. It isn't a promise that it will accept you. See CIFAS stance labels explained.

Some cards also have a line of green text with a tick, highlighting something particularly useful about that provider.

6. Buttons

Some providers are marked Weekly top pick and shown first in their list, followed by a line reading "End of weekly top picks". The rest follow in stance order and then alphabetically.

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CIFAS Marker?
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Banks, savings, phone contracts and more for people with CIFAS markers, checked every week. £3.99/month. Cancel anytime.

ADVICIFAS Pro Kit: financial options for people with CIFAS markers

Frequently Asked Questions

The cards focus on what each provider offers and how open it is to people with CIFAS markers, so they don't list fees or rates. Check the current fees and rates on the provider's website before you apply.
Tell us at [email protected] with the provider's name and what's wrong. We'll check it and correct it if it is.
Weekly top picks come first. After that, providers are grouped by stance (Generally accepts, then Likely to accept, then Case by case) and listed alphabetically. No provider pays for its position.

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