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Corporate Chartered

Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.

There are four corporate Chartered titles: Financial Planners, Insurers, Insurance Brokers, and Insurance Underwriting Agents.

Corporate Chartered marks

Why become Chartered?

Deliver value to your business, your customers and your staff

Eligibility criteria

Find out about what's required to become Chartered


How to apply for corporate Chartered status for the first time


How to renew your existing corporate Chartered status

Communicating your Chartered status

The Chartered mark, online directory and more

Chartered content hub

Our corporate Chartered content hub highlights the latest content for Chartered firms

Why choose a Chartered firm?

Find a Chartered firm near you