RETIRED IFA MEMBERSHIP

Membership

Your Membership Application

*Mandatory fields

Your Details

*Your name:

*Home telephone number:

Mobile number:

*E-mail address:

*Address: (lines 2 and 3 optional)

*Postcode:

*Full company name of departed firm or where you have sold on but still hold liability:

*FSA number:

*Status (Sole Trader, Partnership, Limited Liability Partnership or Limited Company):

*Was this firm a member of a Network?:

Yes

*If yes which Network?:

Firm name if any liability from any other firms:

*Are you currently an approved person?:

Yes

*If yes, what is the company name?:

*How would you like to pay your membership subscription?:

Annual Direct Debit

Annual Cheque

To pay by Direct Debit, please download the form and return to:

Krishni Chotai

AIFA
26 Throgmorton Street
London
EC2N 2AN

* Download the Direct Debit form

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 the service.

I/We undertake to observe the terms and conditions of the Retired IFA Support Service as may, from time to time, be laid down by AIFA. I/We can request a copy at any time.

Should I not wish to receive such materials, I may indicate this by ticking this box:

Data Protection

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 in relation to the administration of AIFA membership.

By signing this application, I consent to AIFA processing my personal data and passing it to third parties for the purposes of receiving details of AIFA services or similar third party products and/or services.

I may indicate this by ticking this box:

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