Membership

Your Firm's Details

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

Yes

No

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.

(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:

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

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

Monthly Direct Debit*

Annual Direct Debit*

Annual Cheque

Credit Card

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

Juliet Watson at AIFA,

Austin Friars House,

2-6 Austin Friars,

London, EC2N 2HD.

*DOWNLOAD Direct Debit Form

Ref. Code

*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)