Membership

Networks

The Council welcomes applications from networks subject to the following criteria:

The network/principal must first become a member before their appointed representatives (ARs) can subsequently join.

Network members, and subsequently their ARs can benefit from the full suite of membership benefits. Additionally, network ARs will benefit further from a ‘family rate’ upon renewal, as we will base the renewal fee on the total number of adviser members from your network that are in membership.

When an AR joins, the firm fees will be based on fee structure for financial advisers, although the membership fee will be charged on pro rata basis in line with the network’s renewal date.

The Council works closely with its network members to provide support in promoting the many business benefits that the Council can bring to its AR firms.

Do you need more information?

Please contact Laura Gibson, our Membership Business Development Manager if you’d like to discuss membership, and the related benefits in more detail.

E: [email protected]

M: 07826 415096

Connect with Laura on LinkedIn

Ready to join?

• You must complete a firm application and an individual application for each member of the network’s staff that you’d liked to be linked to the membership. Please note we do not accept individual applications without also receiving a firm’s application, except for those being added to an existing firm membership. Your ARs will need to apply separately.
• The Council reserves the right to change fee rates at point of renewal.
• Applications take up to four weeks to process. We will keep you updated along the way.
• Fees are payable once your application has been approved, upon receipt of the invoice.
• Please contact [email protected] with any queries.

Click apply now to be taken to our dedicated application hub.