RETIRED IFA MEMBERSHIP
Retired IFA
AIFA is proud to launch its new information service for Retired IFAs. New for 2008, this service will be available to ex-principals of firms that are no longer authorised. The service is intended to support those individuals who are either retired or still work in the industry but have liability for a previous firm that was Directly Authorised, or an Appointed Representative of a network.
What will you receive as a member?
Upon joining, members will receive a set of factsheets on the following areas:
- Complaints and the Regulatory position concerning retired IFAs
- Time-barring of endowment complaints
- Dealing with endowment complaints
- How the Financial Services Ombudsman Service works
- The role of the Financial Services Compensation Scheme and the
- Financial Services Authority
- Dealing with Pension Review related complaints
- The protection of your assets
Further factsheets will be produced as the year develops. Members will also receive:
- Access to the AIFA helpline, which many of our full members use every week regarding matters on regulation, policy and current topical issues.
- Referral service to specialist advice
- Regular updates on changes to relevant regulation and legislation
- Free attendance to many AIFA events
- Access to our new Viewpoint on Succession Planning
The cost of membership is £250.00 per annum, and payable upfront by either cheque or Annual Direct Debit.
To apply today, please complete the application form below or select the online application form to apply online.
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Online Application Form |
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Application Form |
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