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UKSIF Membership Categories and Annual Fees
Membership fees are calculated according to an organisation’s category and size. Please choose your category and, within that category, your organisation’s fee from the options that follow.
*Please note*
If your organisation is eligible under more than one category, then the highest membership fee applies.
*Additional Feature*
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Fee by negotiation - £17,001 + VAT minimum
Asset Manager Membership Fee Categorisation*
Funds over £50 bn - £14,943 + VAT
Funds between £5 bn and £50 bn - £9,709 + VAT
Funds between £1 bn and £5 bn - £5,777 + VAT
Funds between £0.25 bn and £1 bn - £2,909 + VAT
Funds between £0.1 bn and £0.25 bn - £1,641 + VAT
Funds below £0.1 bn - £813 + VAT
Asset Owners Membership Fee Categorisation*
Assets over £0.5 bn - £1,647 + VAT
Assets between £50 m and £0.5 bn - £561 + VAT
Other - £176 + VAT
Service Providers Membership Fee Categorisation*
Full-time staff (or equivalent) of 1,000+ - £12,727 + VAT
Full-time staff of 500-999 - £7,617 + VAT
Full-time staff of 200-499 - £4,013 + VAT
Full-time staff of 51-199 - £3,091 + VAT
Full-time staff of 26-50 - £1,807 + VAT
Full-time staff of 11-25 - £967 + VAT
Full-time staff of 2-10 - £443 + VAT
Sole Trader - £208 + VAT
Financial Advisers Membership Fee Categorisation*
Full-time staff (or equivalent) of 51+ - £2,925 + VAT
Full-time staff of 26-50 - £1,439 + VAT
Full-time staff of 11-25 - £737 + VAT
Full-time staff of 2-10 - £369 + VAT
Sole Trader/Registered Individual - £176 + VAT
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Tags - Asset Managers & Banks
Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Asset Class - Commodities
Asset Class - Infrastructure
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact
Style - Norms-based
Style - Best-in-class
Savings accounts (such as ISAs)
Current accounts
Mortgages
Loans
Investment banking
Wealth Management
Insurer
Tags - Service Providers
Company-level ESG data
Company-level ratings
Thematic research (e.g. carbon, water, AI, etc)
Fund ratings
Impact measurement
Corporate engagement & voting
ESG Reporting & Communications
ESG performance metrics
Sustainability indexes & benchmarks
Investment consultancy
Legal
Accounting
Tags - Financial Advisors & Intermediaries
Investment
Insurance
Wealth planning
Pensions
Tags - Asset Owners, Charities & Affiliates
Pension fund
Charity
Faith
Insurers
Other
Tags - ALL
Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Asset Class - Commodities
Asset Class - Infrastructure
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact
Style - Norms-based
Style - Best-in-class
Savings accounts (such as ISAs)
Current accounts
Mortgages
Loans
Investment banking
Wealth Management
Insurer
Company-level ESG data
Company-level ratings
Thematic research (e.g. carbon, water, AI, etc)
Fund ratings
Impact measurement
Corporate engagement & voting
ESG Reporting & Communications
ESG performance metrics
Sustainability indexes & benchmarks
Investment consultancy
Legal
Accounting
Investment
Insurance
Wealth planning
Pensions
Pension fund
Charity
Faith
Insurers
Other
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