CISI Chartered Firm Renewal Application Declaration

Have your firm’s contact details changed

Contact Information

Please only complete if the details below have changed:

Eligibility Criteria

  • Your firm is recognised and regulated by the FCA or relevant regulator.
  • A minimum of one of your firm’s Board* is a personally Chartered Member, Chartered Fellow or Chartered Fellow (Financial Planning) of the CISI.
  • A minimum of 50% of employees in your firm’s core area of specialty are personally CISI Chartered Members, CISI Chartered Fellows or Chartered Fellows (Financial Planning).
  • The entire Board*, together with a minimum of 90% of your staff in your core area of specialty, are members of the CISI.
I confirm there has been no changes to the above eligibility criteria

Disciplinary History

Has your firm been subject to any disciplinary proceedings, including civil, criminal or disciplinary proceedings against it or its representatives in the last 12 months?

Agreement Details

Once this application is approved, your firm’s CISI Chartered Firm™ status will be renewed and you will receive confirmation to that effect.

Please note that you may only use the CISI Chartered Firm™ Logos and Marks associated with this status in accordance with the trademark and brand guidance published by the CISI. CISI may promote your firm through the CISI website.

Please note, the CISI reserves the right to terminate this agreement at any point if a firm fails to maintain the standards associated with CISI Chartered Firm™ status.

Signed on behalf of your firm by you, the Responsible Member