If you're a member of IFA Promotion and your entry in the Directory is inaccurate or incomplete, please fill in the online form below and your entry will be updated. Alternatively click here to download a copy of the Member Data form which can be faxed back to us on 0117 972 4509. Changes may take up to two weeks to be processed. To continue to be listed on the IFA Promotion database you must have at least one independent investment adviser based at the address as shown below.

             
  IFAP membership number   Company name (mandatory)  
  Contact name   Job Title  
  Address    
     
    Postcode (mandatory)  
  Telephone (mandatory)   Fax  
  E-mail   Website  
  FSA number   Fee basis  
 
  Does your firm employ a female adviser?   Does your firm employ a male adviser?  
  Do you offer an 'execution only' service?   Are you a 'general practitioner' adviser?  
 
 

You may not currently be subscribed to the Enhanced Advertising Package. For further information and to subscribe click here or call the member Hotline on 0330 303 0025.

  
 
 

Business Status

  
     
 

Indicate below your independent status in each of the regulated areas:

  
     
 

Investments – List below the full name/s and FSA Individual Reference number of individual/s in your firm that are registered with the FSA and authorised to conduct 'Independent' (i.e. whole of market and offering consumers the option of paying by fee) Investment business at your address:

  
     
  Adviser name 1   FSA Individual Reference
(mandatory)		  
  Individual's email address   Remove individual?  
 
  Adviser name 2   FSA Individual Reference
(mandatory)		  
  Individual's email address   Remove individual?  
 
 

Add another adviser

  
     
 

Please note: If you do not name at least one 'Independent (i.e. whole of market and offering consumers the option of paying by fee) Investment' adviser – IFAP will reject your application. If your firm’s status changes following this application, IFAP reserves the right to remove your firm’s details from its database.

  
     
 

Additionally, please confirm (by ticking the appropriate boxes below) that advisers in your firm at the address you provided are authorised to give ‘Independent’ advice (i.e. whole of market and offering consumers the option of paying by fee) on the following business categories:

  
     
   Mortgages Protection General Insurance  
 
  If you would like to amend your top nine business areas please click here  
 
  If you would like to amend your top seven mortgage areas please click here  
 
  If you would like to amend your top six general insurance areas please click here  
 
  If you would like to amend your top five business exclusion areas please click here  
   
Please indicate the qualifications held by the adviser named below by clicking the 'add' button.
(We verify all data with the relevant examining body)		  
 
 
Adviser name 1   Qualifications
Adviser’s Date of birth
FSA Individual Reference
Individual's email address   Remove individual?
 

Add another adviser
 
  
 
  If you've listed either Group Pension/Stakeholder, Group Protection/Life Insurance or Commercial Mortgages in your top nine business areas, what size firm (by number of employees) do you mainly advise? (Select one option only)  
  1-20 employees
21-100 employees
101 plus employees 		 
 
  If you wish to provide or change your complied 75 word description, please do so here.  
 

 

  
 
  Please enter your name and position so that we can confirm that you are authorised to make these changes.  
  Your name   Your position    
 
 
   
 
 
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