Renewal of corporate Chartered status
With effect from 01 July 2009 new eligibility criteria were introduced for corporate Chartered status. Consequently, the application and renewal process for corporate Chartered status has been amended. The renewal process now requires you to complete an Excel-based form, before submitting it via our website for validation.
The eligibility criteria for Chartered status now includes a range of obligatory and discretionary criteria. Full details can be found in the guidance notes provided below. You should read these before completing the renewal form as this will aid you in completing your application correctly so that it is processed without delay.
Along with the application form, firms are also required to submit two pieces of supplementary evidence:
- evidence that a professional development programme is in place; and
- evidence of core values and business practices that align to the CII/PFS Code of Ethics.
How to complete the form
For ease of use you can download the form to your own computer system while you collate the necessary information and complete the required fields before submitting this to the CII in your own time.
Click here to view a guide on how to complete the online form.
In summary, the application form includes the following:
- Section 1 – Corporate details
- Section 2 – Obligatory acceptance criteria
- Section 3A – Board or highest management team members details
- Section 3B – Customer-facing staff details
- Section 3C – Discretionary criteria applied for
- Section 4 – Membership enrolment
- Please note that each section appears on a separate worksheet (tab) in the excel form.
STEP 1: Read the guidance notes on applying for corporate Chartered status carefully
STEP 2: Download the renewal application form. Complete sections 1-3C, inclusive, of the application form (as well as Section 4 if you need to enrol new members). Please ensure you read the guidance notes at the top of each worksheet as you work through the form.
STEP 3: Use our ‘offline verifier’ tool to check your completed application. This will allow you to check you have included all the necessary information before you proceed to submit the application form
STEP 4: 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 for Chartered firms, completes a declaration, and completes the payment process.
- Please note that you must complete the declaration process and payment process in order to submit a valid renewal application.
