If you are a member of a Chartered
firm and your yearly renewal is due there are four steps to
STEP 1: Read 'The criteria in detail'
Read the Guidance and Rules on renewing corporate Chartered
status to remind yourself of the criteria and make sure your firm
still meets them
STEP 2: Download and complete the renewal application
To ensure your firm still meets the criteria in full, we need to
revalidate your information. You can complete the Excel-based form
offline while you collate the necessary information (and copy and
paste any information that is still valid from your last
application/renewal, if you still have it), before submitting it in
your own time.
In summary, the form includes the following:
- Section 1 - Corporate details
- Section 2 - Eligibility criteria
- Section 3A - Board or appropriate management team
- Section 3B - Customer-facing staff
- Section 3C - Discretionary criteria applied
- Section 4 - Terms & Conditions
Please note that each section appears on a separate worksheet
(tab) in the excel form.
Complete Sections 1-3C and confirm acceptance of the Terms &
Conditions. Please ensure you read the guidance notes at the top of
each worksheet as you work through the form.
View our guide on completing the online form
Download the renewal form for Chartered Insurance
Brokers status >>
STEP 3: Verify your renewal form
Use our 'offline verifier' tool to check your completed
application. This will allow you to check you have included all the
necessary information and correct any errors before you proceed to
submit the form.
Validate your completed renewal form online
STEP 4: Submit
Log in to the website to submit the form - this MUST be done by
your firm's chosen Responsible Member. The Responsible Member
submits the spreadsheet as well as the supplementary information
required to meet the criteria, and completes a declaration.
Please note that you must complete to the end of the declaration
process to submit a valid renewal application.
Member login to submit renewal form and supplementary evidence