Digital Membership – PIMFA – Building Personal Financial Futures

If you are part of a financial advice or planning firm with less than five advisers/financial planners, all this is available to you for just £500 a year. Please complete this form to start your experience.

Digital Membership – IFA and Financial Planners Application Form

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Membership Criteria

Please review the following membership criteria.

1. Advisors/Planners: Your company has less than five advisors/planners.
2. User Account Limit: Membership user accounts are limited to a maximum of 4 users.
3. Login Credentials: Staff will not share their login credentials with other staff.
4. Corporate Structure: Your company is not part of a larger corporate entity or umbrella firm.
5. Auto-Renewal: Membership will auto-renew on 1st June.
6. Membership Cancellation: You may cancel your membership by providing PIMFA with one month’s written notice sent to: accounts@pimfa.co.uk.
7. Membership Fees: To be paid via an online secure link using a Credit/Debit card.
8. Non-Refundable Fees: Membership fees are non-refundable.

I have read and understand the membership criteria.

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I have read and understand the Terms and Conditions and the Membership Rules

Terms & Conditions

Membership Rules

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