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*Please note - If you experience any technical difficulties in completing this form please email
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Your Details
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First Name (not required, but visible on UKSIF's public member directory if included)
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Phone Number (not required, but visible on UKSIF's public member directory if included)
Email Address (not required, but visible on UKSIF's public member directory if included and unfortunately may increase the volume of spam email that you receive)
Your Organisation
Please fill in the fields that are relevant to your company. You can edit this info later from within your Profile.
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51-199
26-50
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1
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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.
*New 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
Asset Manager Membership Fee Categorisation*
Funds over £50 bn - £13,965 + VAT
Funds between £5 bn and £50 bn - £9,075 + VAT
Funds between £1 bn and £5 bn - £5,400 + VAT
Funds between £0.25 bn and £1 bn - £2,720 + VAT
Funds between £0.1 bn and £0.25 bn - £1,535 + VAT
Funds below £0.1 bn - £760 + VAT
Asset Owners Membership Fee Categorisation*
Assets over £0.5 bn - £1,540 + VAT
Assets between £50 m and £0.5 bn - £525 + VAT
Other - £165 + VAT
Service Providers Membership Fee Categorisation*
Full-time staff (or equivalent) of 1,000+ - £11,895 + VAT
Full-time staff of 500-999 - £7,120 + VAT
Full-time staff of 200-499 - £3,750 + VAT
Full-time staff of 51-199 - £2,890 + VAT
Full-time staff of 26-50 - £1,690 + VAT
Full-time staff of 11-25 - £905 + VAT
Full-time staff of 2-10 - £415 + VAT
Sole Trader - £195 + VAT
Financial Advisers Membership Fee Categorisation*
Full-time staff (or equivalent) of 51+ - £2,735 + VAT
Full-time staff of 26-50 - £1,345 + VAT
Full-time staff of 11-25 - £690 + VAT
Full-time staff of 2-10 - £345 + VAT
Sole Trader/Registered Individual - £165 + VAT
Assets Under Management
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Do you want to be listed on our Find an Adviser / Wealth Manager by region page?
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Does your organisation agree to abide by our advisers’
code of conduct
?
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Which region(s) do you want to be listed under - please tick those where you have physical office locations
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Northern Ireland
Wales
North East
North West
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Do you have different contact details to be listed on the Find an Advisor/Wealth Manager by region directory?
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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
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If you are applying from the EU/UK, please provide your organisation’s VAT registration number.
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Company Profile
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here
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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.
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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:
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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
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