All questions are mandatory unless stated otherwise. Where confirming a statement as correct, please only place a ‘X’ in the box. Please note that incorrectly completed or ineligible forms will be returned to the applicant for resubmission. Statements of Professional Standing are available only to Retail Investment Advisers.
If the application is incomplete or inaccurate, individuals will now be advised by email if their application cannot be processed and will be given five days to provide the missing information/documentation. Regrettably, if this information is not received by the end of the fifth day, the application will be declined.
Once you have submitted your application form to the CISI, if you do not receive an email confirmation within ten working days, please contact us at spsapplications@cisi.org or call us on +44 (0)20 7645 0777.