National Savings & Investments


Find an IFA If you're a member of IFA Promotion and your entry in the Directory is inaccurate or incomplete please fill in the form below and your entry will be updated. The update of your entry may take up to two weeks. IFAP membership number Company name (mandatory) Contact name Job Title Address line 1 Address line 2 Address line 3 Address line 4 Address line 5 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 Online Marketing Package. Over 2,500 members have already subscribed and as a result are more than twice as likely to have their entry viewed by consumers looking for a local IFA. For further information and to subscribe or call the member Hotline on 0117 972 3333. 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 enter your Top nine business areas below (1=largest business area volume and 9=smallest) 1 2 3 4 5 6 7 8 9 Personal Retirement Planning 1 2 3 4 5 6 7 8 9 Group Pension/Stakeholder 1 2 3 4 5 6 7 8 9 Personal Protection 1 2 3 4 5 6 7 8 9 Group Protection/Life Assurance 1 2 3 4 5 6 7 8 9 Healthcare 1 2 3 4 5 6 7 8 9 Long Term Care 1 2 3 4 5 6 7 8 9 Investment & Saving 1 2 3 4 5 6 7 8 9 ISAs/OEICs/Unit Trusts 1 2 3 4 5 6 7 8 9 Investment Trusts 1 2 3 4 5 6 7 8 9 Taxation Planning 1 2 3 4 5 6 7 8 9 Offshore Investments 1 2 3 4 5 6 7 8 9 Ethical Investments 1 2 3 4 5 6 7 8 9 Stockbroking Services 1 2 3 4 5 6 7 8 9 Personal Stakeholder Pension 1 2 3 4 5 6 7 8 9 Equity Release 1 2 3 4 5 6 7 8 9 Expatriate Services 1 2 3 4 5 6 7 8 9 Expatriate Services (MiFID) 1 2 3 4 5 6 7 8 9 Traded Endowment Policies 1 2 3 4 5 6 7 8 9 Saving for Children 1 2 3 4 5 6 7 8 9 Mortgages 1 2 3 4 5 6 7 8 9 Commercial Mortgages 1 2 3 4 5 6 7 8 9 General Insurance If you would like to amend your top seven mortgage areas If you selected Mortgages as one of your business areas, select your top seven mortgage areas below 1 2 3 4 5 6 7 Residential 1 2 3 4 5 6 7 Flexible 1 2 3 4 5 6 7 Right to Buy 1 2 3 4 5 6 7 First Time Buyers 1 2 3 4 5 6 7 100% Mortgages 1 2 3 4 5 6 7 Self-Employed 1 2 3 4 5 6 7 Re-Mortgage 1 2 3 4 5 6 7 Buy to Let 1 2 3 4 5 6 7 Commercial for Individuals 1 2 3 4 5 6 7 Refused Credit 1 2 3 4 5 6 7 Self-build 1 2 3 4 5 6 7 Overseas If you would like to amend your top six general insurance areas If you selected General Insurance as one of your business areas, select your top six general insurance areas below 1 2 3 4 5 6 Home & Leisure 1 2 3 4 5 6 Motorbike 1 2 3 4 5 6 Car 1 2 3 4 5 6 Travel 1 2 3 4 5 6 Caravan 1 2 3 4 5

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