Member Engagement Form

Membership is based on the individual and not per firm. Please complete all sections

Company Details

Information about your firm

How many employees does your firm have?

What is your firm's main business activity?

Information about your firms & lending

Please provide the names of two lenders that have provided finance for your customers over the past 12 months.

What is your company's total number of customers?

What was the total amount of lending you referred in the last financial year?

Information About Insurance & Compliance

Which firm provides your Professional Indemnity Insurance?

Renewal date

Which company provides your compliance support?

Membership Fees


 

Membership Fees will be taken by Direct Debit on the 27th of each month.

Price maximum guarantee: Please note that Membership is for the firm and employed advisers within it. In the event that Member firm is a principal firm whose Appointed Representatives (“AR”) also wish to be FIBA members, Member firm will be charged £30 per month (including VAT) for each AR Member, subject to maximum Membership Fees in the amount of £150 per month, (including VAT), applicable to a Member firm having 5 or more ARs requesting membership.

Acknowledgement & Acceptance

Accepted By:

FIBA will hold information about you and your dealings with us on our database for the purposes of administering our services, maintaining our relationship including providing a more personal level of service to you, improving customer care, research and analysis marketing our services and for legal and regulatory reasons. We will retain information for a reasonable period of time and we may share information about you for the purposes listed above (in the UK and abroad). By providing us with the relevant contact details for fax, mobile and email you consent to contact by these methods.