iso eligibility application form
DESCRIPTION
For more information please feel free to visit: http://www.standardsinternational.co.uk/accreditation.htmlTRANSCRIPT
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
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
�
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