Title (Mr/Mrs/Miss/etc.):
First Name:
Surname:
Company Name:
IFAP membership number (mandatory):
Position:
Address Line 1:
Address Line 2:
Town:
County:
Postcode (vital):
Region:
 
Telephone Number:
Fax Number:
E-mail:
Website Address:
 
FSA number
 
If you are part of a network,
please state which:
 
How many RIs in your firm?
Name of a Female IFA:
 
Are you remunerated by fees or commission?
If so, please state percentage split and how much per hour:
Fee/Commission % Split:
Hourly Rate:
 
Can you supply client case studies
(usually within 24 hours)? 		   
(This client must be prepared to speak to the journalist and be photographed)
Do you have any broadcasting experience?    
 
Areas of expertise
(how comfortable would you be speaking to the press on the following? Please rank out of 10 for each area)
Investment  including unit trusts, OEICs, investment trusts, portfolio planning and other investment areas.     
Pensions,  including personal, stakeholder and other pension plans. Pensions simplification and technical pensions areas.     
Tax planning,  IHT, CGT work and specialist tax advice     
Corporate business,  financial planning for businesses.     
Planning for retirement,  specialist advice for the over 50s     
Mortgages     
Healthcare  and related insurance (PMI, PHI, LTC, critical illness, etc)     
Offshore/expat     
Investment Trusts,  including VCTs, EISs     
Other     
Other  (please state)    
 
Has your company description changed? Remember, this should include a note about the spokesperson and availability, a summary of the media experience you have had or wish to gain and anything else you think a journalist might be interested in. (Your description should run to a maximum of 150 words).  
 

   

 

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