Web Chat
My Basket0

Communicating your Chartered status

Welcome to the Chartered toolkit

It takes commitment to be Chartered, but you’re not on your own

We’ve devised this toolkit to help you promote your Chartered status within your business, to your clients, and to other stakeholders.

It gives guidance for embedding the Chartered ethos, as well as materials and ideas for how to make your commitment to professional standards all the more public.

The toolkit provides a range of assets to help you get the most out of Chartered status - from a plaque to hang on your wall, to a video that you can be embedded on your website. We are continuously developing and adding to these assets and encourage you to get in touch if you think of anything you’d like included.

The Chartered toolkit - Financial Planners (PDF)

The Chartered toolkit - Insurance Brokers (PDF)

The Chartered toolkit - Insurers (PDF)

The Chartered toolkit- Insurance Underwriting Agents (PDF)

This is the latest edition of the toolkit. We’re constantly developing further assets for your consumption so be sure to check this page from time to time to ensure you're using the most up to date version. Whenever changes are made, the latest edition will always be emailed to the Responsible Member.