AIFA | Online membership application

Sat Feb 04 2012

> Front page > Membership > Online application fee

MEMBERSHIP

Your membership application

* Mandatory fields

Your firm's details

*Full company name:

*Your name:

*Your job title:

*Telephone number:

*E-mail address:

*Main contact name (for all AIFA communications):

*Job title:

*Managing Director/CEO:

*Address: (lines 2 and 3 optional)

*Postcode:

*E-mail:

*FSA number:

*Status (Sole Practitioner, Partnership or Limited Company):

Only authorised companies, partnerships or sole practitioners may apply for membership of AIFA. Your application can not be processed without this.

*Are you a member of a network?:

Yes

No

If yes which Network?:

FSA number:

Your firm's advice

How do you categorise the type of investment advice your firm provides to its clients?

Your response will help us identify your membership status.

Please check all that apply.

All of our advisers operate as IFAs. (You will be eligible for membership of AIFA)
Some of our advisers operate as IFAs
Some or all of our advisers offer whole of market advice
Some of our advisers are multi-tied

(You will be considered for membership of AFA - you'll receive exactly the same benefits as AIFA members, and can have the use of the AFA brand and logo)

To help us understand the scope and type of advice you provide, please tick all that apply:

We offer investment advice:

Independent
Whole of Market
Multi-Tied

We offer mortgage advice:

Independent
Whole of Market
Multi-Tied

We offer advice on non-investment life products (i.e. protection)

Independent
Whole of Market
Multi-Tied

Your Firm's members

* How many Approved Persons (registered advisers) do you have? Please include all subsidiaries, branches and appointed representatives

Please provide the name of each adviser, their location and their email address.

This will ensure all your members receive our emails and information about our events. Please update us regularly if members leave or join.

For each branch office, please provide all contact details including full address, telephone number, fax number and email address.

Your payment

How would you like to pay your membership subscription?:

Monthly Direct Debit
Annual Direct Debit
Annual Cheque
Credit Card

If paying by Direct Debit please download the Direct Debit form by using the following link and post to:

Krishni Chotai
Database and Membership Executive
26 Throgmorton Street
London
EC2N 2AN

Ref. Code

*What prompted you to join?:

If other please state:

*What is your main reason for joining?:

If other please state:

Your commitment to us

I / we confirm that the information given here is true and accurate and I / we understand that the submission of misleading information may lead to the refusal of the application or subsequent cancellation of membership.

I / we undertake to observe the provisions of the Memorandum and Articles of Association and such membership regulations of the Association of Independent Financial Advisers as may, from time to time, be laid down by the Council of the Association.

I / we can request a copy at any time.

I / we understand that AIFA may wish to use any personal data contained in this form or subsequently obtained during the course of its activities and may disclose such data to approved third parties.

By signing this application, I / we consent to such processing.

I / we acknowledge that should I not wish data to be disclosed to third parties (save those with whom it is necessary for AIFA to share such data)

* I / we may indicate this by ticking this box.

Related links:

Application form PDF

Direct Debit form PDF