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UKSIF Membership Categories and Annual Fees
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*Additional Feature*
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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
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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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