iso eligibility application form

3

Click here to load reader

Upload: michelle-hoskin

Post on 24-Jan-2015

874 views

Category:

Business


1 download

DESCRIPTION

For more information please feel free to visit: http://www.standardsinternational.co.uk/accreditation.html

TRANSCRIPT

Page 1: ISO  Eligibility  Application Form

ISO 22222 Eligibilty Application Form

Section One: Personal Details

Phone:

Mobile:

Email:

FSA Registration No.:

Section Two: Company Details

Company Name:

Full Name:

Address:

Company Name:

Position in company:

Length position held:

Company Address:

Phone:

Number of Employees:

Section Three: Company Status

Directly regulated:

Part of a network

Other

Page 1 of 3Copyright Standards International 2007

Page 2: ISO  Eligibility  Application Form

Section Four: Financial Qualifications Achieved

Code Grade RefreshedDate GainedSubject

Section Five: Other Qualifications Achieved

Code Grade Refreshed

Section Six: Areas of Practice (please tick all that apply)

Group pensions

Personal pensions

Investment trusts

Unit trusts/ORICS

Mortgages

Savings

Offshore products

Protection/insurance

Main area

Often

Sometimes

Date Gained

Subject

� �

Multi manager funds

Page 2 of 3

��

Copyright Standards International 2007

Page 3: ISO  Eligibility  Application Form

Section Seven: Professional Development

Qualifications you are currently studying (please list all)

Subjects

Qualifications you plan to study

Professional memberships held

Personal/business development

memberships held

Section Eight: Additional Comments

Please add any additional notes or comments that you think might be relevant

Please include an up to date CPD log with this application

Signed Date

Please return the form to:

Standards International Limited, 5 The Granary, Fairclough Hall Farm, Weston, Hertfordshire, SG4 7DP

I confirm that the information I have provided on this form and any supporting documents is correct and

complete.

Standards International

Eligibility Application Form

Issue 1 03/08 Page 3 of 3

Copyright Standards International 2007