PFS simplifies Chartered status application process

Corporate Chartered changes from 2020

Hannah Godfrey
clock • 2 min read

The Personal Finance Society (PFS) has made the application for renewal process for corporate Chartered status easier through the introduction of a new, automated form.

From 1 July, any firms applying for or wishing to renew their corporate Chartered status will be able to do so using the new form. Unlike the previous application and renewal process, the form will automatically calculate whether a business meets the criteria for staff - for example, if more Chartered advisers are required, the automated form will flag this. The new application form asks whether the applicant is seeking Chartered status for a specific division of the company or the entire entity. It also questions what the business is doing to give back to the profession. The PFS s...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

FOS pushes ahead with CMCs complaint fee proposals

FOS pushes ahead with CMCs complaint fee proposals

Ombudsman writes to the Financial Conduct Authority

Isabel Baxter
clock 21 November 2024 • 2 min read
More than a third of advisers have not mentioned Consumer Duty to clients

More than a third of advisers have not mentioned Consumer Duty to clients

Only about a quarter of advisers have mentioned the regulation to clients

Sahar Nazir
clock 20 November 2024 • 2 min read
ISA reform 'under review' after absence in Budget and Mansion House

ISA reform 'under review' after absence in Budget and Mansion House

There are five different types of ISAs available on the market

Cristian Angeloni
clock 20 November 2024 • 3 min read