Subscribe to our Newsletter
Name
*
First
Last
Email Address
*
Phone
This field is for validation purposes and should be left unchanged.
UKSIF
Become a Member
Sign in
About
About UKSIF
Statement of Principles
Board and Committees
UKSIF Ambassador Programme
Staff Team
Jobs Board
Contact
What We Do
What We Do
Connecting the Community
Policy Influencing
Knowledge Sharing
Membership
Statement of Principles
Member Benefits
Member Directory
Become a Member
Find an Adviser
Learn
Opinion Page
Sustainable Investing Guide
Knowledge Hub
Sustainable Investing Crash Course
Financial Benefits
Initiatives
Glossary
Policy & Media
Policy Activity & Responses
Analysis and Intelligence
UKSIF & PwC report: SDR & fund labels
Financing the Future – General Election 2024
Net-Zero
Taxonomy, Disclosures and Labelling
Policy Vision
News and Press Releases
Events
Upcoming UKSIF Events
Upcoming Partner Events
Past Events
Podcast
Login
Become a UKSIF Member
By applying to become a member you agree to subscribe to our
Statement of Principles
.
*Please note - If you experience any technical difficulties in completing this form please email
membership@uksif.org
.
Personal Details
Please enter the details of the person authorised to access and edit your organisation’s online profile.
First Name*
Last Name*
Job Role*
Phone Number*
Email Address*
Username or E-mail
Choose a password (at least 8 characters with at least 1 number)
Password*
Confirm Password*
Main Contact Person for UKSIF (if different from above)
First Name
Last Name
Job Role
Phone Number
Email Address
Your Organisation
Please fill in the fields that are relevant to your company. You can edit this info later from within your Profile.
Organisation Name*
Number of full-time staff*
1000+
500-999
200-499
51-199
26-50
11-25
2-10
1
Address Line One
Address Line Two
Town
Region
Postcode
Website* (please use format starting http://...)
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*
If you would like to be listed on our Find an Adviser / Wealth Manager by region page – see
here
for more info – please ensure you also tick the ‘Financial Advisers & Intermediaries’ tick box.
Not sure which category you are in? Email us at
membership@uksif.org
Membership Category *
Asset Managers & Banks
Service Providers
Financial Advisers & Intermediaries
Asset Owners, Charities & Affiliates
Group Category
Financial Service Groups with multiple brands and/or functions. Group membership allows the businesses and brands to be listed separately as UKSIF members.
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
Assets Under Management
FCA Number (if applicable)*
Do you want to be listed on our Find an Adviser / Wealth Manager by region page?
Yes
No
Does your organisation agree to abide by our advisers’
code of conduct
?
Code of conduct y/n
Yes
No
Which region(s) do you want to be listed under - please tick those where you have physical office locations
Scotland
Northern Ireland
Wales
North East
North West
Yorkshire and Humberside
East Midlands
West Midlands
Eastern England
London
South East
South West
Do you have different contact details to be listed on the Find an Advisor/Wealth Manager by region directory? (Main contact person will otherwise be listed)
Yes
No
First Name (not required, but visible on UKSIF's Financial Advisers directory if included)
Last Name (not required, but visible on UKSIF's Financial Advisers directory if included)
Job Role (not required, but visible on UKSIF's Financial Advisers directory if included)
Phone Number (not required, but visible on UKSIF's Financial Advisers directory if included)
Email Address (not required, but visible on UKSIF's Financial Advisers directory if included and unfortunately may increase the volume of spam email that you receive)
For applicants outside the UK
If you have offices inside
and
outside the UK, which office is most directly connected with receiving UKSIF services?
Inside the UK
Outside the UK
Payment Details
Please provide details for the invoice. This invoice will be sent once we have approved your application.
First Name*
Last Name*
Email Address*
If you are applying from the EU/UK, please provide your organisation’s VAT registration number.
VAT Registration Number
Company Profile
Please fill in your company profile information below. The company profile will be public on our members directory once your application is approved. View an example company profile
here
Company Logo*
Upload
Company Logo*
Upload
Description*
Approach
Here you can upload a high resolution image/graphic (png or jpg format) to your profile that visualises your approach to sustainable finance/ESG, or that promotes your products or services.
Image One
Upload
Image One
Upload
Image Two
Upload
Image Two
Upload
Image Three
Upload
Image Three
Upload
We would like to offer you the option to promote your latest research, reports or thought leadership. Please share links to your online resources here:
Link One
Link Two
Link Three
Link Four
Link Five
Link Six
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
Privacy
By submitting this application you accept that UKSIF will be able to contact you with information related to your membership.
To stay on top of UKSIF's news and events please sign me up to receive your newsletters.
Only fill in if you are not human
Login
X
Would you like to contribute to the Knowledge Hub?
Contact UKSIF
Name
First
Last
Email
Phone
Message
CAPTCHA
Name
This field is for validation purposes and should be left unchanged.
This website uses cookies to ensure you get the best experience on our website.
Got it!
No
Privacy policy